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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
3851
Compass Financial Group (South Dakota)
South Dakota
– -$292K -724 Closed
FWMM
3852
Foundation Wealth Management (Missouri)
Missouri
– -$292K -724 Closed
EBSAM
3853
Eubel Brady & Suttman Asset Management
Ohio
– -$291K -720 Closed
GLR
3854
Great Lakes Retirement
Ohio
– -$291K -720 Closed
KNFPWM
3855
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– -$290K -718 Closed
LCM
3856
Liberty Capital Management
Michigan
– -$290K -718 Closed
PWM
3857
Puff Wealth Management
New Jersey
– -$289K -716 Closed
FCM
3858
Firestone Capital Management
Florida
– -$289K -715 Closed
EWM
3859
Elmwood Wealth Management
California
– -$288K -713 Closed
WH
3860
Willner & Heller
California
– -$288K -713 Closed
AIM
3861
Avity Investment Management
Connecticut
– -$288K -712 Closed
PHWM
3862
Pine Harbor Wealth Management
Maryland
– -$287K -710 Closed
DF
3863
Define Financial
California
– -$286K -709 Closed
LWM
3864
Level Wealth Management
North Carolina
– -$286K -707 Closed
PPW
3865
PACK Private Wealth
Minnesota
– -$286K -707 Closed
GIA
3866
Goodwin Investment Advisory
Georgia
– -$285K -706 Closed
CCA
3867
Cooper Capital Advisors
California
– -$284K -704 Closed
LHC
3868
Little House Capital
Massachusetts
– -$283K -701 Closed
MSA
3869
McAlister Sweet & Associates
Texas
– -$283K -700 Closed
HWA
3870
HMV Wealth Advisors
Louisiana
– -$282K -698 Closed
WFA
3871
WestHill Financial Advisors
California
– -$282K -698 Closed
CFA
3872
Cahill Financial Advisors
Minnesota
– -$280K -694 Closed
TR
3873
Tepp RIA
New Jersey
– -$279K -691 Closed
CFC
3874
Coyle Financial Counsel
Illinois
– -$278K -689 Closed
MCM
3875
Mill Capital Management
North Carolina
– -$278K -688 Closed
153 154
155
156 157