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Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
4326
James Investment Research
Ohio
– -$352K -783 Closed
EPI
4327
Eddie Patel Inc
Illinois
– -$350K -779 Closed
PWSG
4328
Pacific Wealth Strategies Group
California
– -$344K -766 Closed
IIA
4329
Integrity Investment Advisors
Colorado
– -$331K -737 Closed
SA
4330
Stolz & Associates
Washington
– -$330K -734 Closed
HCC
4331
Hirtle Callaghan & Co
Pennsylvania
– -$321K -714 Closed
BPMC
4332
Buckland Partners Management Co
New York
– -$315K -700 Closed
TFO
4333
Tarbox Family Office
California
– -$313K -695 Closed
IPW
4334
IronBridge Private Wealth
Texas
– -$311K -691 Closed
PPP
4335
Prism Planning Partners
Illinois
– -$309K -688 Closed
FWP
4336
Fiduciary Wealth Partners
Massachusetts
– -$297K -661 Closed
ATWA
4337
Arbor Trust Wealth Advisors
Michigan
– -$291K -647 Closed
ACM
4338
Academy Capital Management
Texas
– -$284K -631 Closed
CWA
4339
Continuum Wealth Advisors
New York
– -$280K -623 Closed
APC
4340
Aspire Private Capital
North Carolina
– -$270K -599 Closed
DAS
4341
Daybright Advisory Services
Florida
– -$268K -595 Closed
SWM
4342
StoneCrest Wealth Management
Arizona
– -$267K -594 Closed
BC
4343
Brio Consultants
California
– -$259K -575 Closed
SRC
4344
Shufro Rose & Co
New York
– -$258K -574 Closed
PA
4345
Prossimo Advisors
California
– -$255K -567 Closed
LHC
4346
Little House Capital
Massachusetts
– -$254K -566 Closed
CSF
4347
Capital Squared Financial
Maryland
– -$254K -565 Closed
BFF
4348
Byrne Financial Freedom
Massachusetts
– -$251K -559 Closed
KWM
4349
KW Wealth Management
California
– -$250K -557 Closed
CLA
4350
Carnegie Lake Advisors
New Jersey
– -$248K -551 Closed
172 173
174
175 176