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Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
3001
Foundation Wealth Management (Pennsylvania)
Pennsylvania
– -$203K -7,169 Closed
RCWM
3002
Royal Capital Wealth Management
Indiana
– -$202K -7,138 Closed
NI
3003
NCP Inc
California
– -$164K -5,800 Closed
CWM
3004
Compass Wealth Management
Connecticut
– -$153K -5,403 Closed
FWA
3005
FSC Wealth Advisors
New York
– -$141K -4,974 Closed
WPA
3006
West Paces Advisors
Georgia
– -$120K -4,228 Closed
VBA
3007
von Borstel & Associates
Oregon
– -$112K -3,970 Closed
CWC
3008
Carolinas Wealth Consulting
North Carolina
– -$110K -3,887 Closed
FH
3009
Financial Harvest
Florida
– -$232K -3,777 Closed
SPF
3010
South Plains Financial
Texas
– -$90.4K -3,198 Closed
RMP
3011
Richards, Merrill & Peterson
Washington
– -$84.8K -3,000 Closed
PA
3012
PSI Advisors
Florida
– -$61.8K -2,185 Closed
CCM
3013
Cloud Capital Management
Washington
– -$54K -1,953 Closed
MS
3014
Mizuho Securities
Japan
– -$46.7K -1,650 Closed
MFA
3015
McClarren Financial Advisors
Pennsylvania
– -$68K -1,635 Closed
TAM
3016
Tucker Asset Management
Colorado
– -$40K -1,414 Closed
QL
3017
Quarry LP
New York
– -$32.5K -1,150 Closed
AS
3018
Altshuler Shaham
Israel
– -$23.1K -817 Closed
GWMI
3019
Guardian Wealth Management (Illinois)
Illinois
– -$21K -743 Closed
BT
3020
Banque Transatlantique
France
– -$19.8K -700 Closed
LRWM
3021
Lord & Richards Wealth Management
Colorado
– -$14.4K -509 Closed
GWM
3022
Graybill Wealth Management
Illinois
– -$14.2K -503 Closed
EF
3023
Elite Financial
Idaho
– -$14K -500 Closed
RWM
3024
Ruedi Wealth Management
Illinois
– -$9.44K -334 Closed
GWS
3025
Greykasell Wealth Strategies
California
– -$8.77K -310 Closed
118 119 120
121
122