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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
3026
Beacon Harbor Wealth Advisors
Virginia
– -$209K -7,202 Closed
PWM
3027
Pines Wealth Management
North Carolina
– -$209K -7,198 Closed
MWA
3028
Motive Wealth Advisors
Michigan
– -$209K -7,195 Closed
BBWP
3029
Beacon Bridge Wealth Partners
Pennsylvania
– -$208K -7,192 Closed
PA
3030
Promethium Advisors
Maryland
– -$208K -7,187 Closed
FWM
3031
Fonville Wealth Management
Virginia
– -$208K -7,179 Closed
TP
3032
Thayer Partners
Pennsylvania
– -$208K -7,172 Closed
AWM
3033
Able Wealth Management
New Jersey
– -$208K -7,169 Closed
V
3034
VeraBank
Texas
– -$208K -7,169 Closed
RWRC
3035
R.W. Roge & Company
New York
– -$207K -7,163 Closed
CCP
3036
Cane Capital Partners
Louisiana
– -$207K -7,137 Closed
VBCG
3037
Valley Brook Capital Group
Pennsylvania
– -$206K -7,100 Closed
EW
3038
Element Wealth
Mississippi
– -$205K -7,067 Closed
MWM
3039
MorganRosel Wealth Management
Colorado
– -$205K -7,066 Closed
UCMOK
3040
United Capital Management of KS
Kansas
– -$205K -7,059 Closed
CASB
3041
Cape Ann Savings Bank
Massachusetts
– -$204K -7,054 Closed
HWMT
3042
Heritage Wealth Management (Texas)
Texas
– -$204K -7,051 Closed
CWMA
3043
Capstone Wealth Management (Alabama)
Alabama
– -$204K -7,048 Closed
DAM
3044
Draper Asset Management
New York
– -$204K -7,045 Closed
4WM
3045
4J Wealth Management
Virginia
– -$204K -7,037 Closed
RCWM
3046
Royal Capital Wealth Management
Indiana
– -$203K -6,991 Closed
HWMG
3047
Hurlow Wealth Management Group
Indiana
– -$203K -6,987 Closed
AWMT
3048
AAFMAA Wealth Management & Trust
North Carolina
– -$202K -6,985 Closed
AFG
3049
Artesa Financial Group
Texas
– -$202K -6,985 Closed
PPW
3050
Pasadena Private Wealth
California
– -$173K -6,973 Closed
120 121
122
123 124