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Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
3201
East Coast Asset Management
Massachusetts
– -$225K -1,978 Closed
RA
3202
Rise Advisors
New York
– -$224K -1,970 Closed
SCM
3203
Saxony Capital Management
Missouri
– -$224K -1,969 Closed
CIA
3204
Compass Ion Advisors
Pennsylvania
– -$224K -1,966 Closed
BB
3205
Bell Bank
North Dakota
– -$224K -1,965 Closed
MWM
3206
Mascagni Wealth Management
Mississippi
– -$224K -1,965 Closed
PWSG
3207
Pacific Wealth Strategies Group
California
– -$223K -1,961 Closed
GI
3208
GLOBALT Investments
Georgia
– -$223K -1,960 Closed
IAG
3209
Investmark Advisory Group
Connecticut
– -$221K -1,945 Closed
TF
3210
Tenon Financial
New Jersey
– -$221K -1,942 Closed
BWP
3211
Bernardo Wealth Planning
Pennsylvania
– -$220K -1,932 Closed
PWM
3212
Purus Wealth Management
California
– -$220K -1,932 Closed
IFPL
3213
Investments & Financial Planning LLC
Kentucky
– -$220K -1,931 Closed
RP
3214
Rice Partnership
Hawaii
– -$220K -1,930 Closed
SAM
3215
Summit Asset Management
Tennessee
– -$219K -1,926 Closed
TI
3216
Truepoint Inc
Ohio
– -$219K -1,926 Closed
PWP
3217
Prasad Wealth Partners
Ohio
– -$219K -1,925 Closed
UIM
3218
Unified Investment Management
Georgia
– -$219K -1,923 Closed
SFGM
3219
Stonebridge Financial Group (Missouri)
Missouri
– -$218K -1,920 Closed
CCM
3220
CFO Capital Management
Connecticut
– -$218K -1,919 Closed
GFP
3221
Guardian Financial Partners
California
– -$218K -1,913 Closed
IWP
3222
Innova Wealth Partners
Pennsylvania
– -$217K -1,911 Closed
SSC
3223
Syverson Strege & Co
Iowa
– -$217K -1,908 Closed
V
3224
VeraBank
Texas
– -$217K -1,904 Closed
SFG
3225
Sather Financial Group
Texas
– -$216K -1,899 Closed
127 128
129
130 131