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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3101
Hurlow Wealth Management Group
Indiana
– -$217K -2,181 Closed
WP
3102
WealthShield Partners
North Carolina
– -$216K -2,174 Closed
IF
3103
IRON Financial
Illinois
– -$216K -2,171 Closed
OWMIAS
3104
One Wealth Management Investment & Advisory Services
Florida
– -$213K -2,143 Closed
SFC
3105
Swisher Financial Concepts
Ohio
– -$209K -2,134 Closed
MHWM
3106
Montz Harcus Wealth Management
Louisiana
– -$211K -2,126 Closed
CNB
3107
Camden National Bank
Maine
– -$211K -2,124 Closed
LSA
3108
Lansing Street Advisors
Pennsylvania
– -$210K -2,114 Closed
BFA
3109
Benedict Financial Advisors
Georgia
– -$208K -2,096 Closed
SCM
3110
Steele Capital Management
Iowa
– -$208K -2,094 Closed
OS
3111
Objectivity Squared
South Carolina
– -$206K -2,087 Closed
FA
3112
Financial Advisors
Massachusetts
– -$207K -2,085 Closed
EGA
3113
E&G Advisors
Texas
– -$207K -2,084 Closed
WG
3114
Wealth Group
North Carolina
– -$207K -2,084 Closed
TW
3115
Towerpoint Wealth
California
– -$206K -2,079 Closed
ZF
3116
Zhang Financial
Michigan
– -$206K -2,078 Closed
NJBEST
3117
New Jersey Better Educational Savings Trust
New Jersey
– -$206K -2,077 Closed
BBWP
3118
Beacon Bridge Wealth Partners
Pennsylvania
– -$206K -2,075 Closed
PCA
3119
Private Capital Advisors
Connecticut
– -$206K -2,073 Closed
BBW
3120
Blue Barn Wealth
Utah
– -$205K -2,069 Closed
PCM
3121
Prelude Capital Management
New York
– -$205K -2,065 Closed
HSG
3122
Helen Stephens Group
Texas
– -$205K -2,064 Closed
GSB
3123
Greenfield Savings Bank
Massachusetts
– -$204K -2,058 Closed
HC
3124
Hendley & Co
Ohio
– -$204K -2,054 Closed
BMMM
3125
Boston Mountain Money Management
Arkansas
– -$204K -2,052 Closed
123 124
125
126 127