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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
3026
Royal Capital Wealth Management
Indiana
– -$203K -6,991 Closed
HWMG
3027
Hurlow Wealth Management Group
Indiana
– -$203K -6,987 Closed
AWMT
3028
AAFMAA Wealth Management & Trust
North Carolina
– -$202K -6,985 Closed
AFG
3029
Artesa Financial Group
Texas
– -$202K -6,985 Closed
PPW
3030
Pasadena Private Wealth
California
– -$173K -6,973 Closed
IA
3031
IMZ Advisory
Florida
– -$201K -6,950 Closed
CWM
3032
Collaborative Wealth Management
Florida
– -$201K -6,948 Closed
PCM
3033
Poehling Capital Management
Wisconsin
– -$201K -6,942 Closed
APM
3034
a16z Perennial Management
California
– -$201K -6,939 Closed
AWCI
3035
Alpine Woods Capital Investors
New York
– -$201K -6,938 Closed
NF
3036
Nvest Financial
New Hampshire
– -$201K -6,936 Closed
NG
3037
Northstar Group
New York
– -$201K -6,932 Closed
VDC
3038
Van Diest Capital
Iowa
– -$201K -6,931 Closed
SCA
3039
Southern Capital Advisors
Tennessee
– -$201K -6,926 Closed
EFG
3040
Everest Financial Group
Minnesota
– -$201K -6,924 Closed
FCG
3041
Fielder Capital Group
Tennessee
– -$201K -6,924 Closed
SFA
3042
Spectrum Financial Alliance
Kentucky
– -$201K -6,924 Closed
FWM
3043
Fingerlakes Wealth Management
New York
– -$201K -6,922 Closed
MCM
3044
Maple Capital Management
Vermont
– -$200K -6,909 Closed
CB
3045
Chris Bulman
California
– -$200K -6,905 Closed
PH
3046
Pinnacle Holdings
Oklahoma
– -$198K -6,846 Closed
BCFD
3047
Boit C.F. David
– -$194K -6,701 Closed
CCA
3048
Catalyst Capital Advisors
New York
– -$193K -6,656 Closed
BOJHT
3049
Bank of Jackson Hole Trust
Wyoming
– -$186K -6,399 Closed
VT
3050
Volterra Technologies
New York
– -$185K -6,386 Closed
120 121
122
123 124