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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
4226
Richmond Investment Services
Wisconsin
– -$447K -2,159 Closed
M1FG
4227
Mach-1 Financial Group
Arkansas
– -$445K -2,152 Closed
AR
4228
Altar Rock
New York
– -$443K -2,140 Closed
AWA
4229
A4 Wealth Advisors
North Carolina
– -$428K -2,070 Closed
BIA
4230
BHK Investment Advisors
Alabama
– -$405K -1,960 Closed
B
4231
Bellecapital
Switzerland
– -$388K -1,875 Closed
FWA
4232
Fulcrum Wealth Advisors
Washington
– -$386K -1,867 Closed
LPP
4233
Life Planning Partners
Florida
– -$380K -1,839 Closed
S
4234
SimplyRich
California
– -$379K -1,832 Closed
MWAM
4235
Manhattan West Asset Management
California
– -$379K -1,830 Closed
JF
4236
JMN Financial
Ohio
– -$372K -1,796 Closed
PFG
4237
Putney Financial Group
California
– -$370K -1,789 Closed
RWMG
4238
Redwood Wealth Management Group
New Jersey
– -$367K -1,776 Closed
CIM
4239
Chapman Investment Management
California
– -$321K -1,722 Closed
CP
4240
Camelot Portfolios
Ohio
– -$356K -1,720 Closed
DWM
4241
Dopkins Wealth Management
New York
– -$355K -1,716 Closed
VDC
4242
Van Diest Capital
Iowa
– -$344K -1,664 Closed
WIA
4243
Wetzel Investment Advisors
Indiana
– -$329K -1,592 Closed
KOC
4244
Koss-Olinger Consulting
Florida
– -$329K -1,590 Closed
TIA
4245
Tandem Investment Advisors
South Carolina
– -$328K -1,583 Closed
RIM
4246
Rockbridge Investment Management
New York
– -$326K -1,574 Closed
EAP
4247
Elevation Advisory Partners
Florida
– -$262K -1,551 Closed
PFM
4248
Patton Fund Management
Texas
– -$320K -1,548 Closed
WA
4249
Win Advisors
Florida
– -$318K -1,537 Closed
CM
4250
Cercano Management
Washington
– -$314K -1,518 Closed
168 169
170
171 172