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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3101
IRON Financial
Illinois
– -$216K -2,171 Closed
OWMIAS
3102
One Wealth Management Investment & Advisory Services
Florida
– -$213K -2,143 Closed
SFC
3103
Swisher Financial Concepts
Ohio
– -$209K -2,134 Closed
MHWM
3104
Montz Harcus Wealth Management
Louisiana
– -$211K -2,126 Closed
CNB
3105
Camden National Bank
Maine
– -$211K -2,124 Closed
LSA
3106
Lansing Street Advisors
Pennsylvania
– -$210K -2,114 Closed
BFA
3107
Benedict Financial Advisors
Georgia
– -$208K -2,096 Closed
SCM
3108
Steele Capital Management
Iowa
– -$208K -2,094 Closed
OS
3109
Objectivity Squared
South Carolina
– -$206K -2,087 Closed
FA
3110
Financial Advisors
Massachusetts
– -$207K -2,085 Closed
EGA
3111
E&G Advisors
Texas
– -$207K -2,084 Closed
WG
3112
Wealth Group
North Carolina
– -$207K -2,084 Closed
TW
3113
Towerpoint Wealth
California
– -$206K -2,079 Closed
ZF
3114
Zhang Financial
Michigan
– -$206K -2,078 Closed
NJBEST
3115
New Jersey Better Educational Savings Trust
New Jersey
– -$206K -2,077 Closed
BBWP
3116
Beacon Bridge Wealth Partners
Pennsylvania
– -$206K -2,075 Closed
PCA
3117
Private Capital Advisors
Connecticut
– -$206K -2,073 Closed
BBW
3118
Blue Barn Wealth
Utah
– -$205K -2,069 Closed
PCM
3119
Prelude Capital Management
New York
– -$205K -2,065 Closed
HSG
3120
Helen Stephens Group
Texas
– -$205K -2,064 Closed
GSB
3121
Greenfield Savings Bank
Massachusetts
– -$204K -2,058 Closed
HC
3122
Hendley & Co
Ohio
– -$204K -2,054 Closed
BMMM
3123
Boston Mountain Money Management
Arkansas
– -$204K -2,052 Closed
EFA
3124
Edge Financial Advisors
Illinois
– -$203K -2,043 Closed
EWA
3125
Emergent Wealth Advisors
New York
– -$202K -2,038 Closed
123 124
125
126 127