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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2051
Sompo Asset Management
Japan
– -$216K -2,160 Closed
GG
2052
GenWealth Group
New Jersey
– -$215K -2,152 Closed
IA
2053
IFG Advisory
Georgia
– -$215K -2,150 Closed
WFA
2054
WMG Financial Advisors
Tennessee
– -$214K -2,118 Closed
SWMP
2055
Signature Wealth Management Partners
New Jersey
– -$212K -2,117 Closed
HFP
2056
Holistic Financial Partners
Indiana
– -$212K -2,115 Closed
FSA
2057
Fort Sheridan Advisors
Illinois
– -$211K -2,107 Closed
IPW
2058
Inlet Private Wealth
Florida
– -$211K -2,106 Closed
CFCI
2059
Comprehensive Financial Consultants Institutional
Indiana
– -$226K -2,102 Closed
LDFR
2060
Lehman & Derafelo Financial Resources
Pennsylvania
– -$208K -2,077 Closed
RHBC
2061
R.H. Bluestein & Co
Michigan
– -$207K -2,070 Closed
LWM
2062
Liberty Wealth Management
California
– -$206K -2,061 Closed
CA
2063
Cornerstone Advisory
Maryland
– -$206K -2,059 Closed
LC
2064
LCNB Corp
Ohio
– -$206K -2,057 Closed
HC
2065
Hourglass Capital
Texas
– -$205K -2,050 Closed
BFP
2066
Briaud Financial Planning
Texas
– -$204K -2,049 Closed
DIS
2067
Diversified Investment Strategies
Louisiana
– -$204K -2,041 Closed
SWG
2068
Summit Wealth Group
Vermont
– -$204K -2,039 Closed
FCFC
2069
First Citizens Financial Corp
Iowa
– -$202K -2,019 Closed
NB
2070
Nicolet Bankshares
Wisconsin
– -$201K -2,014 Closed
PWW
2071
Pettyjohn Wood & White
Virginia
– -$200K -2,003 Closed
WPP
2072
Whalerock Point Partners
Rhode Island
– -$200K -2,000 Closed
GAM
2073
Gemmer Asset Management
California
– -$192K -1,927 Closed
T
2074
TCWP
Ohio
– -$145K -1,454 Closed
SKK
2075
Shepherd Kaplan Krochuk
Massachusetts
– -$139K -1,389 Closed
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