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Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
2901
Platte River Wealth Advisors
Colorado
– -$271K -455 Closed
TF
2902
Trek Financial
Arizona
– -$270K -452 Closed
B
2903
Barings
North Carolina
– -$267K -448 Closed
SGWM
2904
Sterling Group Wealth Management
California
– -$260K -436 Closed
TA
2905
Townsend & Associates
Colorado
– -$264K -436 Closed
OPPS
2906
Obsidian Personal Planning Solutions
Maryland
– -$259K -434 Closed
MIM
2907
Marco Investment Management
Georgia
– -$257K -430 Closed
BHBT
2908
Burke & Herbert Bank & Trust
Virginia
– -$253K -424 Closed
FFG
2909
Frisch Financial Group
New York
– -$250K -419 Closed
VDI
2910
Vaughan David Investments
Illinois
– -$248K -416 Closed
PAA
2911
Peregrine Asset Advisers
Oregon
– -$245K -411 Closed
MAM
2912
McLean Asset Management
Virginia
– -$229K -406 Closed
CAM
2913
Claret Asset Management
Quebec, Canada
– -$240K -402 Closed
PBO
2914
Peoples Bank (Ohio)
Ohio
– -$238K -399 Closed
SFA
2915
Source Financial Advisors
New York
– -$237K -398 Closed
EWA
2916
ERTS Wealth Advisors
Michigan
– -$236K -395 Closed
MS
2917
Madden Securities
Texas
– -$236K -395 Closed
AWA
2918
Amplius Wealth Advisors
Pennsylvania
– -$234K -393 Closed
HCM
2919
Hodges Capital Management
Texas
– -$233K -390 Closed
PA
2920
PFW Advisors
Georgia
– -$233K -390 Closed
JJBC
2921
James J. Burns & Company
New York
– -$231K -388 Closed
SAM
2922
Summit Asset Management
Tennessee
– -$231K -388 Closed
IWN
2923
Independent Wealth Network
Iowa
– -$231K -387 Closed
TCOTS
2924
Trust Company of the South
North Carolina
– -$228K -384 Closed
EW
2925
Element Wealth
Mississippi
– -$227K -381 Closed
115 116
117
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