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Name Holding Trade Value Shares
Change 		Change in
Stake
EMC
4226
Everest Management Corp
California
– -$233K -709 Closed
NHFG
4227
New Harbor Financial Group
Massachusetts
– -$231K -703 Closed
GCM
4228
GKV Capital Management
California
– -$230K -700 Closed
AIP
4229
Alexis Investment Partners
Texas
– -$225K -696 Closed
IW
4230
Instrumental Wealth
Florida
– -$229K -695 Closed
MSR
4231
Main Street Research
Connecticut
– -$226K -686 Closed
WG
4232
Watchman Group
Texas
– -$224K -680 Closed
AWA
4233
AmeriServ Wealth Advisors
Pennsylvania
– -$222K -676 Closed
NCM
4234
Next Capital Management
New York
– -$222K -675 Closed
PFM
4235
Patton Fund Management
Texas
– -$222K -675 Closed
BCM
4236
Bourgeon Capital Management
Connecticut
– -$222K -674 Closed
BI
4237
Berkeley Inc
Idaho
– -$221K -673 Closed
PWG
4238
Private Wealth Group
Florida
– -$220K -670 Closed
PFG
4239
Putney Financial Group
California
– -$220K -669 Closed
PPWM
4240
Perissos Private Wealth Management
Oklahoma
– -$217K -661 Closed
PF
4241
Prota Financial
Texas
– -$216K -658 Closed
OWA
4242
One Wealth Advisors
California
– -$216K -656 Closed
OM
4243
OV Management
Minnesota
– -$213K -648 Closed
CCP
4244
Cassia Capital Partners
North Carolina
– -$206K -628 Closed
KWM
4245
KMT Wealth Management
California
– -$204K -621 Closed
PA
4246
Paragon Advisors
Texas
– -$203K -618 Closed
PAS
4247
Parsonex Advisory Services
Colorado
– -$203K -618 Closed
SA
4248
Sunesis Advisors
Kansas
– -$203K -616 Closed
RAS
4249
RPS Advisory Solutions
Kentucky
– -$201K -610 Closed
FFWM
4250
Future Financial Wealth Management
Ohio
– -$205K -605 Closed
168 169
170
171 172