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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3851
Puff Wealth Management
New Jersey
– -$289K -716 Closed
FCM
3852
Firestone Capital Management
Florida
– -$289K -715 Closed
EWM
3853
Elmwood Wealth Management
California
– -$288K -713 Closed
WH
3854
Willner & Heller
California
– -$288K -713 Closed
AIM
3855
Avity Investment Management
Connecticut
– -$288K -712 Closed
PHWM
3856
Pine Harbor Wealth Management
Maryland
– -$287K -710 Closed
DF
3857
Define Financial
California
– -$286K -709 Closed
LWM
3858
Level Wealth Management
North Carolina
– -$286K -707 Closed
PPW
3859
PACK Private Wealth
Minnesota
– -$286K -707 Closed
GIA
3860
Goodwin Investment Advisory
Georgia
– -$285K -706 Closed
CCA
3861
Cooper Capital Advisors
California
– -$284K -704 Closed
LHC
3862
Little House Capital
Massachusetts
– -$283K -701 Closed
MSA
3863
McAlister Sweet & Associates
Texas
– -$283K -700 Closed
HWA
3864
HMV Wealth Advisors
Louisiana
– -$282K -698 Closed
WFA
3865
WestHill Financial Advisors
California
– -$282K -698 Closed
CFA
3866
Cahill Financial Advisors
Minnesota
– -$280K -694 Closed
TR
3867
Tepp RIA
New Jersey
– -$279K -691 Closed
CFC
3868
Coyle Financial Counsel
Illinois
– -$278K -689 Closed
MCM
3869
Mill Capital Management
North Carolina
– -$278K -688 Closed
WA
3870
Waterford Advisors
New York
– -$278K -688 Closed
DFG
3871
Dynamic Financial Group
Iowa
– -$277K -686 Closed
WRM
3872
Weybosset Research & Management
Rhode Island
– -$277K -685 Closed
LIG
3873
Lokken Investment Group
Delaware
– -$276K -683 Closed
TWG
3874
The Wealth Group
Minnesota
– -$275K -682 Closed
VDI
3875
Vaughan David Investments
Illinois
– -$274K -679 Closed
153 154
155
156 157