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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
3151
StrongBox Wealth
Missouri
– -$223K -2,367 Closed
PM
3152
Penbrook Management
New York
– -$221K -2,340 Closed
RIG
3153
Renaissance Investment Group
Massachusetts
– -$238K -2,335 Closed
CAM
3154
Concorde Asset Management
Michigan
– -$220K -2,331 Closed
BBNB
3155
Baker Boyer National Bank
Washington
– -$219K -2,322 Closed
JJBC
3156
James J. Burns & Company
New York
– -$218K -2,311 Closed
HWA
3157
Hilltop Wealth Advisors
North Carolina
– -$217K -2,298 Closed
PWA
3158
Peterson Wealth Advisors
Utah
– -$217K -2,296 Closed
SGCA
3159
Steel Grove Capital Advisors
Tennessee
– -$217K -2,296 Closed
GSC
3160
Ground Swell Capital
South Carolina
– -$216K -2,293 Closed
AWC
3161
Adamsbrown Wealth Consultants
Kansas
– -$216K -2,290 Closed
CCM
3162
Carlson Capital Management
Minnesota
– -$216K -2,287 Closed
JHP
3163
James Hambro & Partners
United Kingdom
– -$216K -2,287 Closed
FOA
3164
Five Oceans Advisors
California
– -$214K -2,270 Closed
CIS
3165
Continental Investors Services
Washington
– -$214K -2,265 Closed
WDC
3166
Woodward Diversified Capital
California
– -$214K -2,265 Closed
MWP
3167
Meridian Wealth Partners
Pennsylvania
– -$214K -2,262 Closed
FPCP
3168
Fort Point Capital Partners
California
– -$213K -2,254 Closed
CFA
3169
Compass Financial Advisors
Indiana
– -$212K -2,249 Closed
FC
3170
Fulcrum Capital
Washington
– -$212K -2,245 Closed
V
3171
VeraBank
Texas
– -$211K -2,234 Closed
AIM
3172
AHL Investment Management
Florida
– -$211K -2,232 Closed
LSC
3173
Lesa Sroufe & Co
Washington
– -$210K -2,231 Closed
WHCI
3174
W.H. Cornerstone Investments
Massachusetts
– -$208K -2,229 Closed
FAG
3175
Financial Advisory Group
Texas
– -$210K -2,225 Closed
125 126
127
128 129