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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
4251
Teza Capital Management
Illinois
– -$247K -752 Closed
PFW
4252
Petros Family Wealth
Minnesota
– -$247K -750 Closed
HSG
4253
Helen Stephens Group
Texas
– -$246K -747 Closed
SLWA
4254
San Luis Wealth Advisors
California
– -$241K -732 Closed
SWM
4255
Seed Wealth Management
Illinois
– -$240K -731 Closed
WAM
4256
WealthTrust Asset Management
Florida
– -$240K -730 Closed
MGAM
4257
McGowan Group Asset Management
Texas
– -$238K -723 Closed
CWA
4258
CM Wealth Advisors
Ohio
– -$237K -720 Closed
CPWM
4259
Cypress Point Wealth Management
Texas
– -$237K -720 Closed
EMC
4260
Everest Management Corp
California
– -$233K -709 Closed
NHFG
4261
New Harbor Financial Group
Massachusetts
– -$231K -703 Closed
GCM
4262
GKV Capital Management
California
– -$230K -700 Closed
AIP
4263
Alexis Investment Partners
Texas
– -$225K -696 Closed
IW
4264
Instrumental Wealth
Florida
– -$229K -695 Closed
MSR
4265
Main Street Research
Connecticut
– -$226K -686 Closed
WG
4266
Watchman Group
Texas
– -$224K -680 Closed
AWA
4267
AmeriServ Wealth Advisors
Pennsylvania
– -$222K -676 Closed
NCM
4268
Next Capital Management
New York
– -$222K -675 Closed
PFM
4269
Patton Fund Management
Texas
– -$222K -675 Closed
BCM
4270
Bourgeon Capital Management
Connecticut
– -$222K -674 Closed
BI
4271
Berkeley Inc
Idaho
– -$221K -673 Closed
PWG
4272
Private Wealth Group
Florida
– -$220K -670 Closed
PFG
4273
Putney Financial Group
California
– -$220K -669 Closed
PPWM
4274
Perissos Private Wealth Management
Oklahoma
– -$217K -661 Closed
PF
4275
Prota Financial
Texas
– -$216K -658 Closed
169 170
171
172 173