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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
951
RMR Wealth Builders
New Jersey
– -$214K -1,525 Closed
PG
952
Patten Group
Tennessee
– -$211K -1,507 Closed
IF
953
Intrua Financial
Texas
– -$211K -1,502 Closed
AL
954
Arnhold LLC
New York
– -$210K -1,500 Closed
ECG
955
Edge Capital Group
Georgia
– -$208K -1,483 Closed
NHC
956
Nicholas Hoffman & Company
Georgia
– -$208K -1,481 Closed
RMCM
957
Reynders McVeigh Capital Management
Massachusetts
– -$203K -1,449 Closed
SPWG
958
Syntegra Private Wealth Group
Missouri
– -$201K -1,437 Closed
SA
959
Syntax Advisors
New York
– -$201K -1,431 Closed
VCG
960
Vantage Consulting Group
Virginia
– -$201K -1,431 Closed
POIA
961
Pin Oak Investment Advisors
Texas
– -$153K -1,094 Closed
IGWM
962
ICA Group Wealth Management
Colorado
– -$72.6K -518 Closed
SSG
963
Summit Securities Group
New York
– -$58K -413 Closed
CFO
964
CVA Family Office
Colorado
– -$42.7K -305 Closed
DI
965
Disciplined Investments
Oklahoma
– -$29.9K -213 Closed
OP
966
ORG Partners
Indiana
– -$20.2K -144 Closed
FA
967
Fiduciary Alliance
South Carolina
– -$12.3K -88 Closed
SC
968
SouthState Corp
Florida
– -$11.9K -85 Closed
CFB
969
Cullen/Frost Bankers
Texas
– -$11.4K -81 Closed
FCT
970
First Community Trust
Iowa
– -$9.81K -70 Closed
QL
971
Quarry LP
New York
– -$8.41K -60 Closed
ODG
972
O'Dell Group
Ohio
– -$5.75K -41 Closed
SF
973
Safeguard Financial
Wisconsin
– -$5K -40 Closed
HS
974
Horan Securities
United States
– -$5.19K -37 Closed
TFP
975
Tilia Fiduciary Partners
North Carolina
– -$4.91K -35 Closed
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