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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
4401
Opus Capital Group
Ohio
– -$223K -495 Closed
RWRC
4402
R.W. Roge & Company
New York
– -$222K -495 Closed
AWM
4403
Allen Wealth Management
North Carolina
– -$222K -494 Closed
RW
4404
Rockport Wealth
Ohio
– -$222K -494 Closed
PCIG
4405
Partners Capital Investment Group
Massachusetts
– -$221K -492 Closed
OPOWM
4406
One Plus One Wealth Management
Florida
– -$220K -490 Closed
RWP
4407
Ridgeline Wealth Planning
Ohio
– -$219K -488 Closed
CC
4408
Commons Capital
Massachusetts
– -$219K -486 Closed
PFA
4409
Portland Financial Advisors
New York
– -$219K -486 Closed
FM
4410
Foster & Motley
Ohio
– -$218K -485 Closed
HPIA
4411
Hamilton Point Investment Advisors
North Carolina
– -$218K -485 Closed
LCM
4412
Logan Capital Management
Pennsylvania
– -$218K -485 Closed
SIMG
4413
Stephens Investment Management Group
Texas
– -$218K -485 Closed
WT
4414
Washington Trust
Rhode Island
– -$218K -485 Closed
TF
4415
Tudor Financial
Ohio
– -$217K -482 Closed
PPA
4416
Painted Porch Advisors
California
– -$216K -481 Closed
ACM
4417
Absolute Capital Management
Pennsylvania
– -$216K -480 Closed
FWM
4418
FFT Wealth Management
Pennsylvania
– -$216K -480 Closed
FWM
4419
FLP Wealth Management
Arkansas
– -$215K -479 Closed
DC
4420
Dahring Cusmano
Michigan
– -$215K -477 Closed
WP
4421
WealthSpring Partners
California
– -$215K -477 Closed
GF
4422
Goodman Financial
Texas
– -$214K -476 Closed
DA
4423
Dougherty & Associates
Florida
– -$213K -473 Closed
PPWM
4424
PFG Private Wealth Management
Florida
– -$213K -473 Closed
TWA
4425
Talisman Wealth Advisors
New Jersey
– -$212K -471 Closed
175 176
177
178 179