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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1251
Opal Wealth Advisors
New York
– -$57.3K -1,006 Closed
IAAG
1252
Innovative Asset Advisors Group
Connecticut
– -$52.4K -911 Closed
MTIC
1253
Missouri Trust & Investment Company
Missouri
– -$50.6K -888 Closed
QWM
1254
Quaker Wealth Management
New Jersey
– -$49.3K -866 Closed
DWP
1255
Destiny Wealth Partners
Florida
– -$41.4K -727 Closed
GWSA
1256
Global Wealth Strategies & Associates
Colorado
– -$25.3K -444 Closed
WG
1257
Wellington Group
Indiana
– -$24.3K -426 Closed
BFS
1258
Bare Financial Services
Pennsylvania
– -$18.3K -322 Closed
HFM
1259
Hartford Financial Management
Connecticut
– -$16.5K -289 Closed
RFG
1260
REAP Financial Group
Texas
– -$11.4K -200 Closed
CHC
1261
City Holding Co
West Virginia
– -$11.2K -197 Closed
CPL
1262
Capital & Planning LLC
Georgia
– -$9.29K -163 Closed
LWMI
1263
Legacy Wealth Management (Idaho)
Idaho
– -$8.83K -155 Closed
JGCM
1264
Joseph Group Capital Management
Ohio
– -$8.66K -152 Closed
BA
1265
Ballast Advisors
Minnesota
– -$7.41K -130 Closed
BONH
1266
Bank of New Hampshire
New Hampshire
– -$6.27K -110 Closed
BW
1267
Basepoint Wealth
Iowa
– -$6.21K -109 Closed
RWM
1268
RMG Wealth Management
Wisconsin
– -$6.07K -106 Closed
TLFA
1269
True Link Financial Advisors
California
– -$5.13K -90 Closed
PGAM
1270
Princeton Global Asset Management
New Jersey
– -$5.07K -89 Closed
RCM
1271
Richardson Capital Management
Wisconsin
– -$4.84K -85 Closed
FDW
1272
Fourth Dimension Wealth
Ohio
– -$4.67K -82 Closed
KFG
1273
Kingdom Financial Group
Arizona
– -$4.1K -72 Closed
WPWM
1274
Western Pacific Wealth Management
Illinois
– -$2.62K -46 Closed
IWS
1275
Intentional Wealth Strategies
Colorado
– -$2.56K -45 Closed
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