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Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
3401
Financial Planning & Information Services
Wisconsin
– -$222K -536 Closed
PAM
3402
Peak Asset Management
Colorado
– -$222K -535 Closed
KJHP
3403
K.J. Harrison & Partners
Ontario, Canada
– -$220K -530 Closed
RPGK
3404
Retirement Planning Group (Kansas)
Kansas
– -$220K -530 Closed
BWM
3405
Benchmark Wealth Management
Connecticut
– -$218K -525 Closed
NCM
3406
Neumann Capital Management
California
– -$218K -525 Closed
CCA
3407
Cottonwood Capital Advisors
Utah
– -$217K -523 Closed
NWM
3408
NEIRG Wealth Management
Massachusetts
– -$217K -522 Closed
4WM
3409
4J Wealth Management
Virginia
– -$216K -521 Closed
STC
3410
Sarah T. Connolly
– -$215K -519 Closed
RCAMU
3411
Rothschild & Co Asset Management US
Connecticut
– -$215K -518 Closed
WCP
3412
Welch Capital Partners
New York
– -$215K -517 Closed
EPA
3413
Element Pointe Advisors
Florida
– -$214K -516 Closed
PS
3414
Portfolio Strategies
New York
– -$214K -516 Closed
DPI
3415
Diversified Portfolios Inc
Michigan
– -$213K -513 Closed
HFS
3416
Howard Financial Services
Texas
– -$213K -513 Closed
MAG
3417
Mokosak Advisory Group
Iowa
– -$213K -512 Closed
LWP
3418
Legacy Wealth Planning
Nevada
– -$212K -511 Closed
BDFN
3419
Bond & Devick Financial Network
Minnesota
– -$211K -509 Closed
OBGC
3420
O'Brien Greene & Co
Pennsylvania
– -$211K -508 Closed
MAM
3421
Marotta Asset Management
Virginia
– -$210K -507 Closed
MRWM
3422
ML&R Wealth Management
Texas
– -$209K -504 Closed
CIA
3423
Compass Ion Advisors
Pennsylvania
– -$209K -503 Closed
PWM
3424
Pacific Wealth Management
California
– -$208K -500 Closed
LHEI
3425
Leo H. Evart Inc
California
– -$207K -498 Closed
135 136
137
138 139