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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3201
Gilbert & Cook
Iowa
– -$628K -2,826 Closed
CC
3202
Caxton Corporation
New Jersey
– -$621K -2,791 Closed
MFG
3203
Monte Financial Group
Connecticut
– -$621K -2,791 Closed
SICM
3204
Sustainable Insight Capital Management
New York
– -$597K -2,683 Closed
MCM
3205
Manchester Capital Management
Vermont
– -$590K -2,655 Closed
SI
3206
Symmetry Investments
Jersey
– -$508K -2,634 Closed
AG
3207
Appleton Group
Wisconsin
– -$566K -2,547 Closed
ICM
3208
Intrepid Capital Management
Florida
– -$560K -2,519 Closed
BDWCC
3209
B&D White Capital Company
Texas
– -$536K -2,412 Closed
SWM
3210
Segment Wealth Management
Texas
– -$499K -2,245 Closed
TAMH
3211
Taikang Asset Management (HK)
Hong Kong
– -$473K -2,127 Closed
AFA
3212
Arlington Financial Advisors
California
– -$466K -2,095 Closed
PBF
3213
Petix & Botte Financial
California
– -$459K -2,062 Closed
AGA
3214
Accuvest Global Advisors
Utah
– -$452K -2,032 Closed
SSWM
3215
Sheets Smith Wealth Management
North Carolina
– -$443K -1,991 Closed
AAP
3216
Aristotle Atlantic Partners
Florida
– -$436K -1,961 Closed
WE
3217
Wealth Effects
Massachusetts
– -$436K -1,960 Closed
IFS
3218
Intelligent Financial Strategies
Minnesota
– -$435K -1,955 Closed
CAM
3219
Concorde Asset Management
Michigan
– -$434K -1,950 Closed
SW
3220
Solidarity Wealth
Utah
– -$423K -1,946 Closed
CIA
3221
Compass Ion Advisors
Pennsylvania
– -$424K -1,908 Closed
SAM
3222
Silphium Asset Management
United Kingdom
– -$422K -1,897 Closed
SAM
3223
Simplify Asset Management
Nevada
– -$403K -1,811 Closed
KOC
3224
Koss-Olinger Consulting
Florida
– -$398K -1,790 Closed
WA
3225
Waddell & Associates
Tennessee
– -$394K -1,773 Closed
127 128
129
130 131