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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3001
Genesee Capital Advisors
New York
– -$206K -4,064 Closed
NP
3002
NS Partners
United Kingdom
– -$206K -4,060 Closed
GWAM
3003
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$205K -4,049 Closed
PSIWM
3004
Paradigm Strategies in Wealth Management
Minnesota
– -$205K -4,042 Closed
OFS
3005
OneAscent Financial Services
Alabama
– -$205K -4,036 Closed
SSWG
3006
Seven Springs Wealth Group
Tennessee
– -$204K -4,028 Closed
EE
3007
EWG Elevate
California
– -$204K -4,027 Closed
GWM
3008
Greenhouse Wealth Management
Connecticut
– -$204K -4,020 Closed
SEM
3009
Strategic Equity Management
Arizona
– -$204K -4,018 Closed
DA
3010
Drake & Associates
Wisconsin
– -$204K -4,012 Closed
CPP
3011
Capasso Planning Partners
South Carolina
– -$203K -4,003 Closed
AAP
3012
Aristotle Atlantic Partners
Florida
– -$203K -4,000 Closed
RWM
3013
Reston Wealth Management
Virginia
– -$202K -3,982 Closed
SSW
3014
Stone Summit Wealth
Florida
– -$202K -3,974 Closed
DE
3015
Day & Ennis
Georgia
– -$201K -3,970 Closed
AWM
3016
Altus Wealth Management
Kentucky
– -$201K -3,962 Closed
RPGK
3017
Retirement Planning Group (Kansas)
Kansas
– -$200K -3,933 Closed
ST
3018
Sageworth Trust
Pennsylvania
– -$173K -3,416 Closed
RIM
3019
Rockbridge Investment Management
New York
– -$171K -3,379 Closed
VRM
3020
Vectors Research Management
New York
– -$168K -3,314 Closed
AWA
3021
Archvest Wealth Advisors
California
– -$133K -2,624 Closed
SC
3022
Seldon Capital
California
– -$128K -2,530 Closed
FFC
3023
Fure Financial Corporation
Minnesota
– -$93K -1,836 Closed
BMD
3024
Better Money Decisions
New Mexico
– -$93K -1,830 Closed
OBWP
3025
O'Brien Wealth Partners
Massachusetts
– -$88K -1,731 Closed
118 119 120
121
122