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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2551
FAS Wealth Partners
Kansas
– -$250K -713 Closed
HWMO
2552
Heritage Wealth Management (Ohio)
Ohio
– -$250K -713 Closed
OFP
2553
OFC Financial Planning
New Jersey
– -$250K -713 Closed
JCM
2554
Jacobsen Capital Management
Utah
– -$248K -709 Closed
WA
2555
WBH Advisory
Maryland
– -$245K -701 Closed
CPSC
2556
Carl P. Sherr & Co
Massachusetts
– -$205K -700 Closed
FNBSF
2557
First National Bank Sioux Falls
South Dakota
– -$245K -700 Closed
MF
2558
Montis Financial
Massachusetts
– -$245K -700 Closed
TIA
2559
Tiemann Investment Advisors
California
– -$245K -700 Closed
PWM
2560
Prentice Wealth Management
New York
– -$245K -699 Closed
BFA
2561
Beacon Financial Advisory
Ohio
– -$244K -698 Closed
RCG
2562
Regatta Capital Group
California
– -$244K -697 Closed
SA
2563
Strategic Advocates
Utah
– -$245K -696 Closed
CBTWT
2564
Community Bank & Trust (Waco, Texas)
Texas
– -$243K -693 Closed
PAM
2565
Palisade Asset Management
Minnesota
– -$241K -689 Closed
LCM
2566
LVM Capital Management
Michigan
– -$241K -688 Closed
AW
2567
Atlas Wealth
Ohio
– -$239K -684 Closed
CFS
2568
CRA Financial Services
New Jersey
– -$239K -683 Closed
MCWA
2569
Meadow Creek Wealth Advisors
Georgia
– -$239K -682 Closed
LA
2570
Lifeworks Advisors
Michigan
– -$238K -681 Closed
BBNB
2571
Baker Boyer National Bank
Washington
– -$237K -676 Closed
ACM
2572
Andina Capital Management
Utah
– -$236K -674 Closed
HKIMG
2573
Hutchens & Kramer Investment Management Group
Indiana
– -$236K -674 Closed
APM
2574
a16z Perennial Management
California
– -$236K -673 Closed
WAG
2575
Winthrop Advisory Group
Massachusetts
– -$236K -673 Closed
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