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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3101
Sather Financial Group
Texas
– -$228K -2,281 Closed
TA
3102
Trellis Advisors
Washington
– -$228K -2,276 Closed
FFL
3103
Future Fund LLC
Illinois
– -$227K -2,270 Closed
MW
3104
MBL Wealth
North Carolina
– -$226K -2,261 Closed
WMS
3105
Wealth Management Solutions
Pennsylvania
– -$226K -2,260 Closed
LBA
3106
Lowell Blake & Associates
Massachusetts
– -$226K -2,253 Closed
JWM
3107
JGP Wealth Management
Oregon
– -$225K -2,248 Closed
CCI
3108
Credit Capital Investments
New Jersey
– -$224K -2,239 Closed
MA
3109
MKT Advisors
California
– -$223K -2,236 Closed
LSC
3110
Lesa Sroufe & Co
Washington
– -$223K -2,231 Closed
MAG
3111
Mayfair Advisory Group
Alabama
– -$223K -2,229 Closed
PCH
3112
PGIM Custom Harvest
New Jersey
– -$223K -2,226 Closed
MFC
3113
Morris Financial Concepts
South Carolina
– -$223K -2,222 Closed
AFT
3114
Alpha Family Trust
California
– -$222K -2,220 Closed
WAM
3115
Walker Asset Management
Missouri
– -$222K -2,213 Closed
FA
3116
Faithward Advisors
Pennsylvania
– -$204K -2,209 Closed
CCA
3117
Clearwater Capital Advisors
Illinois
– -$221K -2,204 Closed
PCI
3118
Planning Center Inc
Illinois
– -$222K -2,203 Closed
HWMG
3119
Hurlow Wealth Management Group
Indiana
– -$219K -2,185 Closed
BCM
3120
Brookmont Capital Management
Texas
– -$219K -2,184 Closed
PMIA
3121
Patrick Mauro Investment Advisor
Illinois
– -$218K -2,180 Closed
CISOA
3122
Capital Investment Services of America
Wisconsin
– -$218K -2,176 Closed
SA
3123
Syntax Advisors
New York
– -$218K -2,174 Closed
VCG
3124
Vantage Consulting Group
Virginia
– -$218K -2,174 Closed
TW
3125
Towerpoint Wealth
California
– -$218K -2,173 Closed
123 124
125
126 127