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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2526
Abacus Planning Group
South Carolina
– -$315K -4,381 Closed
SCM
2527
Sirios Capital Management
Massachusetts
– -$315K -4,381 Closed
FWP
2528
Falcon Wealth Planning
California
– -$313K -4,349 Closed
OC
2529
Opinicus Capital
Florida
– -$303K -4,211 Closed
PL
2530
Plancorp LLC
Missouri
– -$285K -4,047 Closed
AA
2531
ABC Arbitrage
France
– -$287K -3,985 Closed
AWC
2532
Abundance Wealth Counselors
Pennsylvania
– -$286K -3,974 Closed
PAG
2533
Private Advisory Group
Washington
– -$285K -3,962 Closed
WP
2534
Westmount Partners
California
– -$270K -3,760 Closed
VCM
2535
Viewpoint Capital Management
Washington
– -$268K -3,729 Closed
AWM
2536
Ariadne Wealth Management
California
– -$262K -3,641 Closed
OIS
2537
OneAscent Investment Solutions
Alabama
– -$259K -3,605 Closed
SFC
2538
SYM Financial Corp
Indiana
– -$259K -3,598 Closed
BFWA
2539
Benchmark Financial Wealth Advisors
Florida
– -$258K -3,590 Closed
DWM
2540
Destination Wealth Management
California
– -$252K -3,503 Closed
EWA
2541
Eagle Wealth Advisors
Connecticut
– -$249K -3,463 Closed
HBFP
2542
Henderson Brothers Financial Partners
Pennsylvania
– -$243K -3,380 Closed
SFGM
2543
Stonebridge Financial Group (Missouri)
Missouri
– -$242K -3,367 Closed
MWM
2544
Maripau Wealth Management
Indiana
– -$237K -3,288 Closed
AWAU
2545
Alliance Wealth Advisors (Utah)
Utah
– -$236K -3,281 Closed
GWM
2546
Greenwich Wealth Management
Connecticut
– -$235K -3,260 Closed
ACM
2547
AlphaStar Capital Management
North Carolina
– -$233K -3,240 Closed
TC
2548
TwinBeech Capital
New York
– -$230K -3,200 Closed
SP
2549
Stonebrook Private
Michigan
– -$229K -3,179 Closed
KWM
2550
Kingsman Wealth Management
Florida
– -$227K -3,157 Closed
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102
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