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Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
3401
Hamilton Point Investment Advisors
North Carolina
– -$282K -1,819 Closed
SFS
3402
Searcy Financial Services
Kansas
– -$282K -1,818 Closed
AWP
3403
Abacus Wealth Partners
California
– -$280K -1,805 Closed
AG
3404
AlphaSimPlex Group
Massachusetts
– -$269K -1,739 Closed
ICM
3405
Ionic Capital Management
New York
– -$269K -1,739 Closed
MWP
3406
Meridian Wealth Partners
Pennsylvania
– -$269K -1,735 Closed
MWPCG
3407
Measured Wealth Private Client Group
New Hampshire
– -$267K -1,725 Closed
EPWM
3408
Essex Private Wealth Management
Massachusetts
– -$262K -1,692 Closed
HIS
3409
Harvest Investment Services
Illinois
– -$261K -1,687 Closed
ZAM
3410
Zevin Asset Management
Massachusetts
– -$255K -1,648 Closed
GPA
3411
Guerra Pan Advisors
New Jersey
– -$254K -1,641 Closed
CWM
3412
Cahaba Wealth Management
Georgia
– -$245K -1,580 Closed
WF
3413
Wayfinding Financial
Washington
– -$213K -1,579 Closed
NS
3414
Newman & Schimel
Illinois
– -$241K -1,557 Closed
CP
3415
Camelot Portfolios
Ohio
– -$240K -1,550 Closed
HFA
3416
High Falls Advisors
New York
– -$239K -1,545 Closed
3F
3417
360 Financial
Minnesota
– -$239K -1,540 Closed
TCMP
3418
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$237K -1,527 Closed
RWG
3419
Regal Wealth Group
California
– -$235K -1,515 Closed
SFP
3420
Sterling Financial Planning
New Jersey
– -$233K -1,504 Closed
HAFS
3421
Hapanowicz & Associates Financial Services
Pennsylvania
– -$232K -1,494 Closed
HBWM
3422
Hollow Brook Wealth Management
New York
– -$231K -1,493 Closed
SSW
3423
Smith Shellnut Wilson
Mississippi
– -$230K -1,483 Closed
NFG
3424
Norris Financial Group
South Carolina
– -$227K -1,464 Closed
IP
3425
Isthmus Partners
Wisconsin
– -$226K -1,457 Closed
135 136
137
138 139