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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2551
Abundance Wealth Counselors
Pennsylvania
– -$286K -3,974 Closed
PAG
2552
Private Advisory Group
Washington
– -$285K -3,962 Closed
WP
2553
Westmount Partners
California
– -$270K -3,760 Closed
VCM
2554
Viewpoint Capital Management
Washington
– -$268K -3,729 Closed
AWM
2555
Ariadne Wealth Management
California
– -$262K -3,641 Closed
OIS
2556
OneAscent Investment Solutions
Alabama
– -$259K -3,605 Closed
SFC
2557
SYM Financial Corp
Indiana
– -$259K -3,598 Closed
BFWA
2558
Benchmark Financial Wealth Advisors
Florida
– -$258K -3,590 Closed
DWM
2559
Destination Wealth Management
California
– -$252K -3,503 Closed
EWA
2560
Eagle Wealth Advisors
Connecticut
– -$249K -3,463 Closed
HBFP
2561
Henderson Brothers Financial Partners
Pennsylvania
– -$243K -3,380 Closed
SFGM
2562
Stonebridge Financial Group (Missouri)
Missouri
– -$242K -3,367 Closed
MWM
2563
Maripau Wealth Management
Indiana
– -$237K -3,288 Closed
AWAU
2564
Alliance Wealth Advisors (Utah)
Utah
– -$236K -3,281 Closed
GWM
2565
Greenwich Wealth Management
Connecticut
– -$235K -3,260 Closed
ACM
2566
AlphaStar Capital Management
North Carolina
– -$233K -3,240 Closed
TC
2567
TwinBeech Capital
New York
– -$230K -3,200 Closed
SP
2568
Stonebrook Private
Michigan
– -$229K -3,179 Closed
KWM
2569
Kingsman Wealth Management
Florida
– -$227K -3,157 Closed
CA
2570
Calton & Associates
Florida
– -$224K -3,111 Closed
AGA
2571
Arkos Global Advisors
Texas
– -$223K -3,103 Closed
HCM
2572
Hengehold Capital Management
Ohio
– -$223K -3,094 Closed
WFA
2573
Wellspring Financial Advisors
Ohio
– -$222K -3,087 Closed
IFA
2574
Index Fund Advisors
California
– -$222K -3,083 Closed
E
2575
Evansbrook
Illinois
– -$218K -3,036 Closed
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103
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