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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
5626
McCarthy & Cox
Ohio
– -$215K -978 Closed
RIA
5627
Retirement Investment Advisors
Oklahoma
– -$213K -971 Closed
MPW
5628
Melone Private Wealth
Michigan
– -$213K -970 Closed
SAIG
5629
Semper Augustus Investments Group
Colorado
– -$211K -960 Closed
MCB
5630
Morton Community Bank
Illinois
– -$210K -958 Closed
SAMC
5631
Spectrum Asset Management (California)
California
– -$210K -955 Closed
RB
5632
Richmond Brothers
Michigan
– -$209K -951 Closed
RCS
5633
Retirement Capital Strategies
California
– -$208K -948 Closed
FFW
5634
Fusion Family Wealth
New York
– -$207K -942 Closed
DFC
5635
DBK Financial Counsel
Ohio
– -$206K -940 Closed
ACA
5636
Ascension Capital Advisors
Texas
– -$206K -937 Closed
JRFS
5637
James Reed Financial Services
Ohio
– -$205K -936 Closed
COFSG
5638
Carbahal Olsen Financial Services Group
California
– -$205K -933 Closed
IFO
5639
Independent Family Office
New York
– -$205K -933 Closed
TR
5640
Tepp RIA
New Jersey
– -$204K -931 Closed
IWB
5641
Innovative Wealth Building
Maryland
– -$202K -923 Closed
PHIC
5642
Pine Haven Investment Counsel
Massachusetts
– -$202K -920 Closed
GF
5643
Gimbal Financial
Indiana
– -$202K -919 Closed
AIM
5644
Aurora Investment Managers
Florida
– -$201K -917 Closed
CFGF
5645
Compass Financial Group (Florida)
Florida
– -$200K -913 Closed
CWD
5646
Clarity Wealth Development
Oregon
– -$214K -900 Closed
SOWAS
5647
Silver Oak Wealth Advisors Services
California
– -$339K -719 Closed
SIP
5648
Sellwood Investment Partners
Oregon
– -$89.1K -406 Closed
VFA
5649
Values First Advisors
Tennessee
– -$65.8K -300 Closed
NRWA
5650
North Ridge Wealth Advisors
Oregon
– -$23.3K -106 Closed
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