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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3151
Kaydan Wealth Management
Michigan
– -$225K -2,381 Closed
MWM
3152
Maltin Wealth Management
New Jersey
– -$223K -2,369 Closed
SW
3153
StrongBox Wealth
Missouri
– -$223K -2,367 Closed
PM
3154
Penbrook Management
New York
– -$221K -2,340 Closed
RIG
3155
Renaissance Investment Group
Massachusetts
– -$238K -2,335 Closed
CAM
3156
Concorde Asset Management
Michigan
– -$220K -2,331 Closed
BBNB
3157
Baker Boyer National Bank
Washington
– -$219K -2,322 Closed
JJBC
3158
James J. Burns & Company
New York
– -$218K -2,311 Closed
HWA
3159
Hilltop Wealth Advisors
North Carolina
– -$217K -2,298 Closed
PWA
3160
Peterson Wealth Advisors
Utah
– -$217K -2,296 Closed
SGCA
3161
Steel Grove Capital Advisors
Tennessee
– -$217K -2,296 Closed
GSC
3162
Ground Swell Capital
South Carolina
– -$216K -2,293 Closed
AWC
3163
Adamsbrown Wealth Consultants
Kansas
– -$216K -2,290 Closed
CCM
3164
Carlson Capital Management
Minnesota
– -$216K -2,287 Closed
JHP
3165
James Hambro & Partners
United Kingdom
– -$216K -2,287 Closed
FOA
3166
Five Oceans Advisors
California
– -$214K -2,270 Closed
CIS
3167
Continental Investors Services
Washington
– -$214K -2,265 Closed
WDC
3168
Woodward Diversified Capital
California
– -$214K -2,265 Closed
MWP
3169
Meridian Wealth Partners
Pennsylvania
– -$214K -2,262 Closed
FPCP
3170
Fort Point Capital Partners
California
– -$213K -2,254 Closed
CFA
3171
Compass Financial Advisors
Indiana
– -$212K -2,249 Closed
FC
3172
Fulcrum Capital
Washington
– -$212K -2,245 Closed
V
3173
VeraBank
Texas
– -$211K -2,234 Closed
AIM
3174
AHL Investment Management
Florida
– -$211K -2,232 Closed
LSC
3175
Lesa Sroufe & Co
Washington
– -$210K -2,231 Closed
125 126
127
128 129