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Name Holding Trade Value Shares
Change 		Change in
Stake
ELM
3251
Elite Life Management
Florida
– -$215K -902 Closed
FLP
3252
Financial Life Planners
Arizona
– -$133K -820 Closed
CWM
3253
Crowley Wealth Management
Delaware
– -$128K -792 Closed
MWPCG
3254
Measured Wealth Private Client Group
New Hampshire
– -$105K -650 Closed
FFWM
3255
Future Financial Wealth Management
Ohio
– -$97.1K -600 Closed
CCM
3256
Cloud Capital Management
Washington
– -$90K -564 Closed
HCM
3257
Horrell Capital Management
Arkansas
– -$90.6K -560 Closed
TIM
3258
Tortoise Investment Management
New York
– -$86.9K -537 Closed
JWM
3259
JPL Wealth Management
Colorado
– -$83.5K -516 Closed
CIR
3260
Clear Investment Research
Georgia
– -$80.4K -497 Closed
NC
3261
North Capital
Utah
– -$66.2K -409 Closed
GFWA
3262
Grey Fox Wealth Advisors
Delaware
– -$50.8K -314 Closed
DWA
3263
Delos Wealth Advisors
Texas
– -$32.4K -200 Closed
PCC
3264
Park Circle Company
Maryland
– -$32.4K -200 Closed
NCM
3265
Northwest Capital Management
Oregon
– -$27.2K -168 Closed
KHC
3266
Koesten Hirschmann & Crabtree
Kansas
– -$26.1K -161 Closed
MCI
3267
MRP Capital Investments
Georgia
– -$21.3K -150 Closed
TCM
3268
TruNorth Capital Management
Michigan
– -$17.6K -109 Closed
PAM
3269
Palisade Asset Management
Minnesota
– -$16.5K -102 Closed
MSG
3270
Main Street Group
Virginia
– -$13.4K -83 Closed
PPA
3271
Painted Porch Advisors
California
– -$12.1K -75 Closed
MAM
3272
MMA Asset Management
Pennsylvania
– -$9.71K -60 Closed
UIA
3273
Ulland Investment Advisors
Minnesota
– -$6K -36 Closed
PCM
3274
Perritt Capital Management
Illinois
– -$3.72K -23 Closed
BIM
3275
Breakwater Investment Management
Washington
– -$1.13K -7 Closed
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131
132