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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
4276
SC&H Financial Advisors
Maryland
– -$301K -2,660 Closed
SFC
4277
SYM Financial Corp
Indiana
– -$299K -2,648 Closed
FLA
4278
Financial Life Advisors
Texas
– -$292K -2,585 Closed
JTWM
4279
Jackson Thornton Wealth Management
Alabama
– -$290K -2,564 Closed
HPIA
4280
Hamilton Point Investment Advisors
North Carolina
– -$289K -2,560 Closed
HSWM
4281
Hubbell Strickland Wealth Management
Louisiana
– -$286K -2,529 Closed
FCC
4282
Flower City Capital
New York
– -$285K -2,520 Closed
AIM
4283
Aurora Investment Managers
Florida
– -$283K -2,502 Closed
SSW
4284
Stone Summit Wealth
Florida
– -$278K -2,465 Closed
WWP
4285
Waypoint Wealth Partners
California
– -$274K -2,428 Closed
JFGLC
4286
Johnson Financial Group LLC (Colorado)
Colorado
– -$272K -2,411 Closed
SCM
4287
Stordahl Capital Management
Colorado
– -$270K -2,390 Closed
FWM
4288
FSA Wealth Management
Massachusetts
– -$269K -2,380 Closed
TCM
4289
Tandem Capital Management
New Jersey
– -$280K -2,350 Closed
RWRC
4290
R.W. Roge & Company
New York
– -$265K -2,345 Closed
GIM
4291
Groesbeck Investment Management
New Jersey
– -$249K -2,340 Closed
RWA
4292
Rainsberger Wealth Advisors
Colorado
– -$264K -2,340 Closed
ACM
4293
Ategra Capital Management
Virginia
– -$262K -2,320 Closed
PCMN
4294
Paradigm Capital Management (Nevada)
Nevada
– -$262K -2,320 Closed
LFGH
4295
Lee Financial Group Hawaii
Hawaii
– -$261 -2,314 Closed
ACK
4296
Andrew C. Karlinski
– -$260K -2,300 Closed
FP
4297
Foundry Partners
Minnesota
– -$260K -2,300 Closed
HR
4298
Hardy Reed
Mississippi
– -$260K -2,300 Closed
MIM
4299
Montgomery Investment Management
Maryland
– -$260K -2,300 Closed
SAM
4300
Silphium Asset Management
United Kingdom
– -$260K -2,300 Closed
170 171
172
173 174