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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3076
National Wealth Management Group
Ohio
– -$250K -4,242 Closed
CWM
3077
Curi Wealth Management
North Carolina
– -$239K -4,061 Closed
CAM
3078
Congress Asset Management
Massachusetts
– -$239K -4,050 Closed
PAIM
3079
Punch & Associates Investment Management
Minnesota
– -$236K -4,000 Closed
KJHP
3080
K.J. Harrison & Partners
Ontario, Canada
– -$233K -3,957 Closed
GWP
3081
Gateway Wealth Partners
Wisconsin
– -$224K -3,804 Closed
CCM
3082
Carderock Capital Management
Maryland
– -$221K -3,750 Closed
TI
3083
Truepoint Inc
Ohio
– -$221K -3,747 Closed
WB
3084
West Bancorporation
Iowa
– -$221K -3,745 Closed
I
3085
IMPACTfolio
Colorado
– -$220K -3,731 Closed
FRM
3086
Fox Run Management
Connecticut
– -$220K -3,725 Closed
KA
3087
Kure Advisory
Minnesota
– -$215K -3,656 Closed
CW
3088
Cook Wealth
North Carolina
– -$212K -3,600 Closed
HKIMG
3089
Hutchens & Kramer Investment Management Group
Indiana
– -$212K -3,597 Closed
RFN
3090
RDA Financial Network
Iowa
– -$210K -3,557 Closed
CIM
3091
Chapman Investment Management
California
– -$208K -3,533 Closed
IAG
3092
Investment Advisory Group
Massachusetts
– -$206K -3,495 Closed
TCOO
3093
Trust Company of Oklahoma
Oklahoma
– -$204K -3,466 Closed
HC
3094
Hourglass Capital
Texas
– -$203K -3,449 Closed
BA
3095
Ballew Advisors
Mississippi
– -$207K -3,446 Closed
BDWCC
3096
B&D White Capital Company
Texas
– -$202K -3,435 Closed
AIMA
3097
Ables Iannone Moore & Associates
Georgia
– -$201K -3,410 Closed
PVH
3098
Psagot Value Holdings
Israel
– -$193K -3,290 Closed
BCM
3099
Bourgeon Capital Management
Connecticut
– -$165K -2,805 Closed
RFA
3100
Resurgent Financial Advisors
Georgia
– -$164K -2,780 Closed
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124
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