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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2526
Summitry LLC
California
– -$234K -801 Closed
GIM
2527
Grassi Investment Management
California
– -$227K -776 Closed
ECA
2528
Elevated Capital Advisors
Utah
– -$220K -751 Closed
MWM
2529
Maridea Wealth Management
New York
– -$220K -750 Closed
SWM
2530
Scissortail Wealth Management
Oklahoma
– -$219K -748 Closed
AIA
2531
Angeles Investment Advisors
California
– -$219K -747 Closed
PFW
2532
Petros Family Wealth
Minnesota
– -$213K -729 Closed
MHC
2533
May Hill Capital
Massachusetts
– -$207K -707 Closed
NEPPG
2534
New England Professional Planning Group
Rhode Island
– -$206K -705 Closed
MCM
2535
Marathon Capital Management
Maryland
– -$205K -700 Closed
XF
2536
XML Financial
Maryland
– -$205K -700 Closed
I
2537
IMPACTfolio
Colorado
– -$204K -697 Closed
WA
2538
WESPAC Advisors
California
– -$204K -697 Closed
DSA
2539
Droms Strauss Advisors
Missouri
– -$204K -696 Closed
BFWA
2540
Benchmark Financial Wealth Advisors
Florida
– -$202K -690 Closed
CIP
2541
Convergence Investment Partners
Florida
– -$201K -685 Closed
IIM
2542
Intact Investment Management
Quebec, Canada
– -$176K -600 Closed
MFG
2543
Menard Financial Group
Texas
– -$159K -543 Closed
PCWA
2544
Pacific Capital Wealth Advisors
California
– -$132K -450 Closed
CP
2545
Castleview Partners
Texas
– -$109K -377 Closed
TCG
2546
Transcendent Capital Group
Oklahoma
– -$97.5K -333 Closed
KBFS
2547
Kohmann Bosshard Financial Services
Ohio
– -$85.2K -291 Closed
OC
2548
Oarsman Capital
Wisconsin
– -$73.2K -250 Closed
CCM
2549
CAAS Capital Management
New York
– -$60K -205 Closed
TCM
2550
Tributary Capital Management
Nebraska
– -$58.5K -200 Closed
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