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Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
2201
Heritage Family Offices
Arizona
– -$254K -10,826 Closed
FBFS
2202
First Business Financial Services
Wisconsin
– -$253K -10,785 Closed
MA
2203
MKT Advisors
California
– -$241K -10,762 Closed
WPC
2204
Wedmont Private Capital
Pennsylvania
– -$240K -10,740 Closed
CIC
2205
Carnegie Investment Counsel
Ohio
– -$251K -10,716 Closed
SEIA
2206
Signature Estate & Investment Advisors
California
– -$251K -10,689 Closed
SFP
2207
Shepherd Financial Partners
Massachusetts
– -$249K -10,626 Closed
WCM
2208
Whitener Capital Management
North Carolina
– -$249K -10,625 Closed
STA
2209
Smith Thornton Advisors
Alabama
– -$249K -10,593 Closed
LCM
2210
Lazari Capital Management
California
– -$248K -10,555 Closed
OHWP
2211
Oak Harbor Wealth Partners
North Carolina
– -$247K -10,524 Closed
BMWM
2212
Brown Miller Wealth Management
Virginia
– -$246K -10,499 Closed
MIM
2213
Meixler Investment Management
Arizona
– -$246K -10,480 Closed
GCP
2214
Garda Capital Partners
Minnesota
– -$246K -10,468 Closed
RA
2215
Rational Advisors
New York
– -$246K -10,466 Closed
NB
2216
Northwest Bancshares
Pennsylvania
– -$243K -10,351 Closed
CRC
2217
Curi RMB Capital
Illinois
– -$243K -10,349 Closed
EA
2218
Everpar Advisors
Oklahoma
– -$242K -10,326 Closed
VA
2219
Valmark Advisers
Ohio
– -$242K -10,317 Closed
MPW
2220
Melone Private Wealth
Michigan
– -$242K -10,311 Closed
BBWA
2221
Bell & Brown Wealth Advisors
California
– -$242K -10,298 Closed
LIA
2222
LBMC Investment Advisors
Tennessee
– -$240K -10,248 Closed
BFM
2223
Boston Financial Management
Massachusetts
– -$240K -10,237 Closed
TAM
2224
Taurus Asset Management
New York
– -$239K -10,207 Closed
BHWA
2225
Beacon Harbor Wealth Advisors
Virginia
– -$237K -10,084 Closed
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89
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