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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3201
Bernardo Wealth Planning
Pennsylvania
– -$220K -1,932 Closed
PWM
3202
Purus Wealth Management
California
– -$220K -1,932 Closed
IFPL
3203
Investments & Financial Planning LLC
Kentucky
– -$220K -1,931 Closed
RP
3204
Rice Partnership
Hawaii
– -$220K -1,930 Closed
SAM
3205
Summit Asset Management
Tennessee
– -$219K -1,926 Closed
TI
3206
Truepoint Inc
Ohio
– -$219K -1,926 Closed
PWP
3207
Prasad Wealth Partners
Ohio
– -$219K -1,925 Closed
UIM
3208
Unified Investment Management
Georgia
– -$219K -1,923 Closed
SFGM
3209
Stonebridge Financial Group (Missouri)
Missouri
– -$218K -1,920 Closed
CCM
3210
CFO Capital Management
Connecticut
– -$218K -1,919 Closed
GFP
3211
Guardian Financial Partners
California
– -$218K -1,913 Closed
IWP
3212
Innova Wealth Partners
Pennsylvania
– -$217K -1,911 Closed
SSC
3213
Syverson Strege & Co
Iowa
– -$217K -1,908 Closed
V
3214
VeraBank
Texas
– -$217K -1,904 Closed
SFG
3215
Sather Financial Group
Texas
– -$216K -1,899 Closed
VPF
3216
Vantage Point Financial
Illinois
– -$216K -1,899 Closed
FFA
3217
Fairfield Financial Advisors
Massachusetts
– -$216K -1,897 Closed
ACM
3218
Alessandra Capital Management
California
– -$215K -1,892 Closed
TIA
3219
Tandem Investment Advisors
South Carolina
– -$215K -1,891 Closed
LIA
3220
Lynx Investment Advisory
District of Columbia
– -$215K -1,890 Closed
HA
3221
Hofer & Associates
California
– -$215K -1,887 Closed
LWL
3222
Leo Wealth LLC
Texas
– -$215K -1,886 Closed
VA
3223
Verdad Advisers
Massachusetts
– -$214K -1,883 Closed
PIMG
3224
Patriot Investment Management Group
Tennessee
– -$213K -1,874 Closed
MCP
3225
Mirador Capital Partners
California
– -$213K -1,869 Closed
127 128
129
130 131