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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAM
3001
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$205K -4,049 Closed
PSIWM
3002
Paradigm Strategies in Wealth Management
Minnesota
– -$205K -4,042 Closed
OFS
3003
OneAscent Financial Services
Alabama
– -$205K -4,036 Closed
SSWG
3004
Seven Springs Wealth Group
Tennessee
– -$204K -4,028 Closed
EE
3005
EWG Elevate
California
– -$204K -4,027 Closed
GWM
3006
Greenhouse Wealth Management
Connecticut
– -$204K -4,020 Closed
SEM
3007
Strategic Equity Management
Arizona
– -$204K -4,018 Closed
DA
3008
Drake & Associates
Wisconsin
– -$204K -4,012 Closed
CPP
3009
Capasso Planning Partners
South Carolina
– -$203K -4,003 Closed
AAP
3010
Aristotle Atlantic Partners
Florida
– -$203K -4,000 Closed
RWM
3011
Reston Wealth Management
Virginia
– -$202K -3,982 Closed
SSW
3012
Stone Summit Wealth
Florida
– -$202K -3,974 Closed
DE
3013
Day & Ennis
Georgia
– -$201K -3,970 Closed
AWM
3014
Altus Wealth Management
Kentucky
– -$201K -3,962 Closed
RPGK
3015
Retirement Planning Group (Kansas)
Kansas
– -$200K -3,933 Closed
ST
3016
Sageworth Trust
Pennsylvania
– -$173K -3,416 Closed
RIM
3017
Rockbridge Investment Management
New York
– -$171K -3,379 Closed
VRM
3018
Vectors Research Management
New York
– -$168K -3,314 Closed
AWA
3019
Archvest Wealth Advisors
California
– -$133K -2,624 Closed
SC
3020
Seldon Capital
California
– -$128K -2,530 Closed
FFC
3021
Fure Financial Corporation
Minnesota
– -$93K -1,836 Closed
BMD
3022
Better Money Decisions
New Mexico
– -$93K -1,830 Closed
OBWP
3023
O'Brien Wealth Partners
Massachusetts
– -$88K -1,731 Closed
DC
3024
Darrow Company
Massachusetts
– -$85K -1,689 Closed
UIA
3025
Ulland Investment Advisors
Minnesota
– -$65K -1,280 Closed
118 119 120
121
122