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Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1701
Burke & Herbert Bank & Trust
Virginia
– -$205K -539 Closed
FOA
1702
Five Oceans Advisors
California
– -$204K -535 Closed
MPI
1703
Mairs & Power Inc
Minnesota
– -$203K -532 Closed
MWM
1704
Maltin Wealth Management
New Jersey
– -$201K -529 Closed
MCM
1705
Mainstay Capital Management
Michigan
– -$200K -526 Closed
TFP
1706
Tilia Fiduciary Partners
North Carolina
– -$178K -467 Closed
FA
1707
Fiduciary Alliance
South Carolina
– -$154K -404 Closed
PIAS
1708
PCA Investment Advisory Services
Ohio
– -$151K -395 Closed
WP
1709
WealthPLAN Partners
Nebraska
– -$147K -387 Closed
TAIM
1710
TD Ameritrade Investment Management
Nebraska
– -$43K -114 Closed
OPTFSNA
1711
Old Point Trust & Financial Services N A
Virginia
– -$38.1K -100 Closed
OIS
1712
Okabena Investment Services
Minnesota
– -$32K -84 Closed
CAS
1713
Coppell Advisory Solutions
Texas
– -$18.6K -49 Closed
BG
1714
Bollard Group
Massachusetts
– -$17K -45 Closed
WAM
1715
Worth Asset Management
Texas
– -$13K -34 Closed
DI
1716
Disciplined Investments
Oklahoma
– -$9.91K -26 Closed
CG
1717
Cutler Group
California
– -$5K -15 Closed
AWM
1718
Activest Wealth Management
Florida
– -$4.19K -11 Closed
TFA
1719
Toth Financial Advisory
Virginia
– -$1.14K -3 Closed
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