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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3251
Peninsula Wealth
California
– -$212K -1,731 Closed
SFG
3252
Sather Financial Group
Texas
– -$212K -1,731 Closed
WA
3253
Wambolt & Associates
Colorado
– -$210K -1,726 Closed
CFA
3254
Cahill Financial Advisors
Minnesota
– -$211K -1,723 Closed
SB
3255
Sunflower Bank
Texas
– -$211K -1,721 Closed
VCG
3256
Vantage Consulting Group
Virginia
– -$211K -1,721 Closed
WG
3257
Watchman Group
Texas
– -$210K -1,718 Closed
BWA
3258
Bordeaux Wealth Advisors
California
– -$210K -1,714 Closed
AFG
3259
ABLE Financial Group
Arizona
– -$209K -1,708 Closed
BWA
3260
BlueSky Wealth Advisors
North Carolina
– -$209K -1,708 Closed
KCM
3261
Kaye Capital Management
California
– -$209K -1,706 Closed
BWA
3262
Blodgett Wealth Advisors
California
– -$208K -1,703 Closed
GCIA
3263
Gabelli & Co Investment Advisers
New York
– -$208K -1,700 Closed
IFPL
3264
Investments & Financial Planning LLC
Kentucky
– -$207K -1,691 Closed
FPGK
3265
Financial Partners Group (Kansas)
Kansas
– -$207K -1,688 Closed
MM
3266
Meridian Management
Arkansas
– -$206K -1,686 Closed
WF
3267
Whelan Financial
California
– -$206K -1,686 Closed
HIA
3268
HTG Investment Advisors
Connecticut
– -$206K -1,684 Closed
SRC
3269
Sage Rhino Capital
California
– -$206K -1,682 Closed
WDL
3270
Well Done LLC
Michigan
– -$205K -1,676 Closed
MWP
3271
Madison Wealth Partners
Wisconsin
– -$205K -1,673 Closed
CCIA
3272
Cherry Creek Investment Advisors
Colorado
– -$204K -1,666 Closed
VRM
3273
Vectors Research Management
New York
– -$204K -1,664 Closed
UWM
3274
USAdvisors Wealth Management
Minnesota
– -$201K -1,662 Closed
JBA
3275
Johnson Bixby & Associates
Washington
– -$203K -1,661 Closed
129 130
131
132 133