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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
2076
Annex Advisory Services
Wisconsin
– -$235K -1,289 Closed
OWIM
2077
Old West Investment Management
California
– -$235K -1,289 Closed
MSA
2078
Marino Stram & Associates
Massachusetts
– -$234K -1,288 Closed
RWB
2079
RMR Wealth Builders
New Jersey
– -$234K -1,288 Closed
FDDB
2080
Fidelity D&D Bancorp
Pennsylvania
– -$234K -1,286 Closed
SIM
2081
SSI Investment Management
California
– -$234K -1,285 Closed
MFG
2082
Monte Financial Group
Connecticut
– -$234K -1,284 Closed
WAM
2083
Walker Asset Management
Missouri
– -$233K -1,279 Closed
CWA
2084
Capital Wealth Alliance
Arizona
– -$230K -1,265 Closed
SFP
2085
Shepherd Financial Partners
Massachusetts
– -$230K -1,263 Closed
PCG
2086
PFC Capital Group
California
– -$229K -1,260 Closed
AWMNH
2087
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$229K -1,259 Closed
BIG
2088
Builder Investment Group
Georgia
– -$228K -1,255 Closed
LWM
2089
Lakeridge Wealth Management
Ohio
– -$228K -1,255 Closed
KBFS
2090
Kohmann Bosshard Financial Services
Ohio
– -$228K -1,251 Closed
FNBOO
2091
First National Bank of Omaha
Nebraska
– -$227K -1,247 Closed
SPP
2092
Single Point Partners
Massachusetts
– -$227K -1,247 Closed
VCM
2093
Violich Capital Management
California
– -$226K -1,243 Closed
STB
2094
S&T Bank
Pennsylvania
– -$226K -1,241 Closed
TIA
2095
Tiemann Investment Advisors
California
– -$226K -1,240 Closed
AWA
2096
Amplius Wealth Advisors
Pennsylvania
– -$225K -1,239 Closed
CPIA
2097
Cornell Pochily Investment Advisors
New York
– -$225K -1,236 Closed
TW
2098
Transform Wealth
Colorado
– -$224K -1,233 Closed
HIS
2099
Horizon Investment Services
Indiana
– -$224K -1,232 Closed
CFA
2100
Cahill Financial Advisors
Minnesota
– -$224K -1,231 Closed
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