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Name Holding Trade Value Shares
Change 		Change in
Stake
WLG
2976
Williamson Legacy Group
Indiana
– -$267K -9,445 Closed
MWM
2977
Maridea Wealth Management
New York
– -$241K -9,247 Closed
RFG
2978
RFP Financial Group
Georgia
– -$242K -8,986 Closed
CWA
2979
Cura Wealth Advisors
Illinois
– -$254K -8,984 Closed
LSA
2980
Lansing Street Advisors
Pennsylvania
– -$253K -8,948 Closed
ALA
2981
Atlas Legacy Advisors
California
– -$252K -8,922 Closed
SFG
2982
Sather Financial Group
Texas
– -$250K -8,870 Closed
FBB
2983
Fulton Breakefield Broenniman
Maryland
– -$248K -8,793 Closed
KWM
2984
KFG Wealth Management
Indiana
– -$248K -8,770 Closed
IA
2985
IMZ Advisory
Florida
– -$245K -8,683 Closed
FBFS
2986
First Business Financial Services
Wisconsin
– -$244K -8,629 Closed
OPCM
2987
Osborne Partners Capital Management
California
– -$243K -8,616 Closed
HWA
2988
HMV Wealth Advisors
Louisiana
– -$243K -8,598 Closed
WF
2989
Wayfinding Financial
Washington
– -$242K -8,572 Closed
CAM
2990
Concorde Asset Management
Michigan
– -$231K -8,551 Closed
3IP
2991
3Chopt Investment Partners
Virginia
– -$240K -8,503 Closed
SWM
2992
Selective Wealth Management
Virginia
– -$222K -8,495 Closed
I
2993
INVST
Indiana
– -$237K -8,397 Closed
EW
2994
Element Wealth
Mississippi
– -$236K -8,347 Closed
WLPWM
2995
Walled Lake Planning & Wealth Management
Illinois
– -$235K -8,312 Closed
SI
2996
Saxon Interests
Texas
– -$242K -8,274 Closed
TWA
2997
Trace Wealth Advisors
California
– -$233K -8,264 Closed
DA
2998
Drake & Associates
Wisconsin
– -$202K -8,218 Closed
PSIWM
2999
Paradigm Strategies in Wealth Management
Minnesota
– -$232K -8,214 Closed
JCM
3000
Janney Capital Management
Pennsylvania
– -$232K -8,204 Closed
118 119
120
121 122