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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2801
PACK Private Wealth
Minnesota
– -$279K -1,050 Closed
VV
2802
Verity & Verity
South Carolina
– -$279K -1,050 Closed
CWA
2803
Clarus Wealth Advisors
Arizona
– -$233K -1,044 Closed
SWM
2804
Segment Wealth Management
Texas
– -$277K -1,044 Closed
ECML
2805
Eagle Capital Management (Louisiana)
Louisiana
– -$276K -1,040 Closed
OCM
2806
Objective Capital Management
Ohio
– -$276K -1,040 Closed
LAM
2807
LifePro Asset Management
California
– -$275K -1,035 Closed
CPW
2808
Catalyst Private Wealth
California
– -$274K -1,034 Closed
RC
2809
Rovin Capital
Arizona
– -$274K -1,033 Closed
TFA
2810
Tobias Financial Advisors
Florida
– -$273K -1,029 Closed
CIA
2811
Compass Ion Advisors
Pennsylvania
– -$272K -1,026 Closed
HIF
2812
Hill Island Financial
Michigan
– -$272K -1,026 Closed
KL
2813
KilterHowling LLC
Colorado
– -$272K -1,024 Closed
GAM
2814
Griffin Asset Management
New York
– -$271K -1,023 Closed
PAMG
2815
Patton Albertson Miller Group
Tennessee
– -$271K -1,023 Closed
WW
2816
Westshore Wealth
California
– -$271K -1,023 Closed
PHS
2817
Pekin Hardy Strauss
Illinois
– -$270K -1,017 Closed
PA
2818
Parkside Advisors
California
– -$269K -1,015 Closed
JHCP
2819
Jackson Hole Capital Partners
Oklahoma
– -$269K -1,014 Closed
SL
2820
Summitry LLC
California
– -$269K -1,014 Closed
WCM
2821
Windsor Capital Management
Arizona
– -$268K -1,011 Closed
SCM
2822
Stonebridge Capital Management
California
– -$267K -1,008 Closed
BTIM
2823
BancFirst Trust & Investment Management
Oklahoma
– -$270K -1,005 Closed
WMA
2824
Wealth Management Associates
New Jersey
– -$267K -1,005 Closed
IWN
2825
Independent Wealth Network
Iowa
– -$265K -998 Closed
111 112
113
114 115