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Name Holding Trade Value Shares
Change 		Change in
Stake
JCA
3401
January Capital Advisors
California
– -$288K -1,860 Closed
DCM
3402
Deuterium Capital Management
Florida
– -$282K -1,819 Closed
HPIA
3403
Hamilton Point Investment Advisors
North Carolina
– -$282K -1,819 Closed
SFS
3404
Searcy Financial Services
Kansas
– -$282K -1,818 Closed
AWP
3405
Abacus Wealth Partners
California
– -$280K -1,805 Closed
AG
3406
AlphaSimPlex Group
Massachusetts
– -$269K -1,739 Closed
ICM
3407
Ionic Capital Management
New York
– -$269K -1,739 Closed
MWP
3408
Meridian Wealth Partners
Pennsylvania
– -$269K -1,735 Closed
MWPCG
3409
Measured Wealth Private Client Group
New Hampshire
– -$267K -1,725 Closed
EPWM
3410
Essex Private Wealth Management
Massachusetts
– -$262K -1,692 Closed
HIS
3411
Harvest Investment Services
Illinois
– -$261K -1,687 Closed
ZAM
3412
Zevin Asset Management
Massachusetts
– -$255K -1,648 Closed
GPA
3413
Guerra Pan Advisors
New Jersey
– -$254K -1,641 Closed
CWM
3414
Cahaba Wealth Management
Georgia
– -$245K -1,580 Closed
WF
3415
Wayfinding Financial
Washington
– -$213K -1,579 Closed
NS
3416
Newman & Schimel
Illinois
– -$241K -1,557 Closed
CP
3417
Camelot Portfolios
Ohio
– -$240K -1,550 Closed
HFA
3418
High Falls Advisors
New York
– -$239K -1,545 Closed
3F
3419
360 Financial
Minnesota
– -$239K -1,540 Closed
TCMP
3420
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$237K -1,527 Closed
RWG
3421
Regal Wealth Group
California
– -$235K -1,515 Closed
SFP
3422
Sterling Financial Planning
New Jersey
– -$233K -1,504 Closed
HAFS
3423
Hapanowicz & Associates Financial Services
Pennsylvania
– -$232K -1,494 Closed
HBWM
3424
Hollow Brook Wealth Management
New York
– -$231K -1,493 Closed
SSW
3425
Smith Shellnut Wilson
Mississippi
– -$230K -1,483 Closed
135 136
137
138 139