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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Meridian Wealth Management
Kentucky
– -$211K -751 Closed
CA
1852
Cullinan Associates
Kentucky
– -$211K -750 Closed
HCP
1853
Hardin Capital Partners
South Carolina
– -$211K -750 Closed
MWM
1854
Mattern Wealth Management
Kansas
– -$211K -750 Closed
MA
1855
Mezzasalma Advisors
New Jersey
– -$211K -750 Closed
HA
1856
Hofer & Associates
California
– -$210K -748 Closed
KCM
1857
KRS Capital Management
Michigan
– -$210K -745 Closed
PCM
1858
Poehling Capital Management
Wisconsin
– -$209K -743 Closed
CL
1859
CLG LLC
California
– -$209K -742 Closed
PGIM
1860
Pacific Global Investment Management
California
– -$208K -739 Closed
WFI
1861
West Family Investments
California
– -$208K -739 Closed
MAM
1862
MMA Asset Management
Pennsylvania
– -$208K -738 Closed
CIP
1863
Convergence Investment Partners
Florida
– -$207K -736 Closed
DCM
1864
Donaldson Capital Management
Indiana
– -$206K -734 Closed
APW
1865
Aurora Private Wealth
New Jersey
– -$206K -733 Closed
GVCM
1866
Global View Capital Management
Wisconsin
– -$201K -733 Closed
TPCM
1867
Templeton & Phillips Capital Management
Tennessee
– -$206K -731 Closed
QFA
1868
Quantum Financial Advisors
California
– -$204K -725 Closed
SL
1869
Summitry LLC
California
– -$204K -725 Closed
CWMGO
1870
Capstone Wealth Management Group (Oregon)
Oregon
– -$202K -719 Closed
WA
1871
Wealth Architects
California
– -$202K -717 Closed
HC
1872
Hamilton Capital
Ohio
– -$201K -716 Closed
ML
1873
McAdam LLC
Pennsylvania
– -$201K -713 Closed
AZ
1874
Alpha Zero
Florida
– -$200K -711 Closed
CFG
1875
CKW Financial Group
Hawaii
– -$197K -700 Closed
73 74
75
76 77