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Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
3026
West Wealth Group
California
– -$203K -4,923 Closed
WDL
3027
Well Done LLC
Michigan
– -$201K -4,863 Closed
AWM
3028
AAF Wealth Management
Massachusetts
– -$200K -4,861 Closed
HI
3029
Hendershot Investments
Virginia
– -$170K -4,119 Closed
SA
3030
Scarborough Advisors
Maryland
– -$158K -3,828 Closed
OCM
3031
Orion Capital Management
California
– -$156K -3,792 Closed
CB
3032
Chris Bulman
California
– -$98.5K -2,388 Closed
CC
3033
Cultivar Capital
Texas
– -$86.6K -2,100 Closed
TFF
3034
The Family Firm
Maryland
– -$83.2K -2,016 Closed
DP
3035
Denver PWM
Colorado
– -$45.6K -1,105 Closed
NOI
3036
Newton One Investments
Delaware
– -$40.4K -979 Closed
SP
3037
SWS Partners
Ohio
– -$38.2K -926 Closed
CC
3038
Cypress Capital
Tennessee
– -$25K -607 Closed
KHC
3039
Koesten Hirschmann & Crabtree
Kansas
– -$25.4K -606 Closed
DMIC
3040
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$19.6K -475 Closed
IUHSA
3041
Itau Unibanco Holding S.A.
Brazil
– -$17.9K -433 Closed
QPBE
3042
Quintet Private Bank (Europe)
Luxembourg
– -$15.8K -328 Closed
AFIA
3043
America First Investment Advisors
Nebraska
– -$10.4K -253 Closed
CP
3044
Camelot Portfolios
Ohio
– -$5.16K -125 Closed
HRC
3045
Hoertkorn Richard Charles
– -$4.04K -98 Closed
BFA
3046
BBJS Financial Advisors
Washington
– -$3.16K -77 Closed
MWA
3047
Moser Wealth Advisors
Washington
– -$2.97K -72 Closed
FW
3048
Fairway Wealth
Ohio
– -$1.9K -46 Closed
DWA
3049
Delos Wealth Advisors
Texas
– -$908 -22 Closed
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