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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3651
Clear Point Advisors
New York
– -$240K -811 Closed
VCM
3652
Viewpoint Capital Management
Washington
– -$240K -810 Closed
FAM
3653
Flaharty Asset Management
Florida
– -$238K -805 Closed
IVP
3654
Intrinsic Value Partners
Arizona
– -$238K -805 Closed
LFP
3655
Leeward Financial Partners
Washington
– -$238K -803 Closed
PFM
3656
Phillips Financial Management
Indiana
– -$238K -802 Closed
MCM
3657
Monarch Capital Management
Indiana
– -$237K -801 Closed
CAM
3658
Concorde Asset Management
Michigan
– -$237K -800 Closed
SM
3659
Samjo Management
New York
– -$237K -800 Closed
CWM
3660
Castle Wealth Management
Florida
– -$236K -798 Closed
BW
3661
Balance Wealth
Ohio
– -$236K -797 Closed
SC
3662
Shuttleworth & Co
Ohio
– -$236K -797 Closed
PCM
3663
Payne Capital Management
New York
– -$235K -795 Closed
SFS
3664
Summit Financial Strategies
Ohio
– -$235K -795 Closed
LWM
3665
Lifetime Wealth Management
Texas
– -$235K -794 Closed
FFG
3666
Fortem Financial Group
California
– -$235K -793 Closed
MCM
3667
McDonough Capital Management
Florida
– -$235K -793 Closed
PA
3668
PFW Advisors
Georgia
– -$235K -793 Closed
BWS
3669
BCR Wealth Strategies
Alabama
– -$234K -790 Closed
OFW
3670
Omnia Family Wealth
Florida
– -$233K -787 Closed
RWM
3671
Riverchase Wealth Management
Texas
– -$233K -786 Closed
BZWA
3672
Blue Zone Wealth Advisors
California
– -$233K -785 Closed
HWM
3673
HFR Wealth Management
New York
– -$232K -783 Closed
CPW
3674
Crestmont Private Wealth
Texas
– -$232K -782 Closed
LCP
3675
Larch Capital Partners
Florida
– -$232K -782 Closed
145 146
147
148 149