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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2801
TrueWealth Advisors
Alabama
– -$203K -4,595 Closed
EWA
2802
ERTS Wealth Advisors
Michigan
– -$202K -4,567 Closed
SI
2803
Saxon Interests
Texas
– -$201K -4,561 Closed
LFG
2804
Lazard Frères Gestion
France
– -$201K -4,559 Closed
DWM
2805
Denver Wealth Management
Colorado
– -$201K -4,546 Closed
AWP
2806
Abacus Wealth Partners
California
– -$201K -4,542 Closed
NCTC
2807
New Covenant Trust Company
Indiana
– -$201K -4,542 Closed
B
2808
Bensler
Washington
– -$201K -4,540 Closed
FIM
2809
Fernwood Investment Management
Massachusetts
– -$134K -3,030 Closed
IPW
2810
Impact Partnership Wealth
Georgia
– -$127K -2,876 Closed
CBT
2811
CoreFirst Bank & Trust
Kansas
– -$113K -2,547 Closed
MAWCM
2812
Mine & Arao Wealth Creation & Management
California
– -$104K -2,356 Closed
RA
2813
Rational Advisors
New York
– -$101K -2,291 Closed
GAA
2814
Global Assets Advisory
Florida
– -$101K -2,259 Closed
MUMSS
2815
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$64.6K -1,463 Closed
OBWP
2816
O'Brien Wealth Partners
Massachusetts
– -$63K -1,427 Closed
LF
2817
LifeSteps Financial
California
– -$45.2K -1,024 Closed
PAG
2818
Paladin Advisory Group
Iowa
– -$28.3K -635 Closed
MCM
2819
MidAtlantic Capital Management
Virginia
– -$12.9K -291 Closed
TVWM
2820
Tower View Wealth Management
Wisconsin
– -$12.2K -276 Closed
RTL
2821
Red Tortoise LLC
Georgia
– -$6.39K -195 Closed
SWC
2822
Spectrum Wealth Counsel
Indiana
– -$7.73K -175 Closed
MAM
2823
MMA Asset Management
Pennsylvania
– -$7.64K -173 Closed
CTB
2824
Country Trust Bank
Illinois
– -$5.12K -116 Closed
FSWA
2825
Financial Synergies Wealth Advisors
Texas
– -$2.21K -50 Closed
110 111 112
113
114