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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1676
Seaview Investment Managers
Florida
– -$203K -1,367 Closed
BG
1677
Bahl & Gaynor
Ohio
– -$202K -1,365 Closed
GL
1678
Graypoint LLC
New York
– -$201K -1,355 Closed
ICG
1679
InterOcean Capital Group
Tennessee
– -$200K -1,353 Closed
FA
1680
Forefront Analytics
Pennsylvania
– -$200K -1,348 Closed
IWN
1681
Independent Wealth Network
Iowa
– -$213K -1,283 Closed
PJSIMP
1682
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$200K -1,179 Closed
ICM
1683
III Capital Management
Florida
– -$171K -1,177 Closed
CWAF
1684
Core Wealth Advisors (Florida)
Florida
– -$170K -1,147 Closed
GFP
1685
Gryphon Financial Partners
Ohio
– -$163K -1,106 Closed
GG
1686
Gleason Group
Kentucky
– -$147K -996 Closed
FCM
1687
Firestone Capital Management
Florida
– -$222K -981 Closed
LPARFS
1688
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$157K -913 Closed
LWM
1689
Liberty Wealth Management
California
– -$103K -672 Closed
WLPWM
1690
Walled Lake Planning & Wealth Management
Illinois
– -$98K -665 Closed
DOA
1691
D'Orazio & Associates
Virginia
– -$88K -592 Closed
RCA
1692
Ranch Capital Advisors
Florida
– -$84K -564 Closed
PCIG
1693
Partners Capital Investment Group
Massachusetts
– -$76K -511 Closed
DI
1694
Disciplined Investments
Oklahoma
– -$70K -470 Closed
MAM
1695
Meeder Asset Management
Ohio
– -$66K -446 Closed
APWA
1696
Atlas Private Wealth Advisors
New Jersey
– -$66K -443 Closed
TC
1697
Tacita Capital
Ontario, Canada
– -$58.3K -400 Closed
GPA
1698
Guidance Point Advisors
Massachusetts
– -$55K -383 Closed
BC
1699
Bartlett & Co
Ohio
– -$54K -365 Closed
BCWM
1700
Bartlett & Co Wealth Management
Ohio
– -$54K -365 Closed
66 67
68
69 70