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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1801
Summit Wealth Group (Colorado)
Colorado
– -$230K -1,639 Closed
EWA
1802
Exit Wealth Advisors
Georgia
– -$376K -1,572 Closed
KFA
1803
Krane Funds Advisors
New York
– -$356K -1,561 Closed
WA
1804
Wealth Alliance
New York
– -$346K -1,445 Closed
FDCP
1805
Foster Dykema Cabot & Partners
Massachusetts
– -$329K -1,376 Closed
LFG
1806
Lockerman Financial Group
California
– -$311K -1,300 Closed
DWM
1807
Daner Wealth Management
Georgia
– -$296K -1,291 Closed
CMBA
1808
C.M. Bidwell & Associates
Hawaii
– -$304K -1,268 Closed
SB
1809
Strategic Blueprint
Georgia
– -$290K -1,210 Closed
BWP
1810
Balboa Wealth Partners
Arizona
– -$285K -1,191 Closed
KWM
1811
Keebeck Wealth Management
Illinois
– -$283K -1,181 Closed
RAG
1812
RIA Advisory Group
Iowa
– -$277K -1,156 Closed
PGFC
1813
Peapack-Gladstone Financial Corp
New Jersey
– -$276K -1,153 Closed
WSWA
1814
Warren Street Wealth Advisors
California
– -$275K -1,150 Closed
WA
1815
WESPAC Advisors
California
– -$272K -1,135 Closed
LA
1816
LVW Advisors
New York
– -$271K -1,133 Closed
PWG
1817
Portside Wealth Group
Utah
– -$270K -1,130 Closed
CT
1818
Chicago Trust
Illinois
– -$270K -1,126 Closed
IC
1819
Inscription Capital
Texas
– -$262K -1,096 Closed
MSRI
1820
Michael S. Ryan Inc
New York
– -$260K -1,088 Closed
WPW
1821
Watershed Private Wealth
Illinois
– -$258K -1,077 Closed
SC
1822
SummitTX Capital
Texas
– -$257K -1,072 Closed
CAI
1823
Capital Advisors Inc
Oklahoma
– -$255K -1,066 Closed
RC
1824
Roundview Capital
New Jersey
– -$250K -1,046 Closed
SB
1825
Sunflower Bank
Texas
– -$248K -1,035 Closed
71 72
73
74 75