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Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
3251
Community Bank & Trust (Waco, Texas)
Texas
– -$300K -1,350 Closed
BWA
3252
Blodgett Wealth Advisors
California
– -$299K -1,345 Closed
BL
3253
BFSG LLC
California
– -$296K -1,332 Closed
WW
3254
Waterfront Wealth
Kansas
– -$297K -1,328 Closed
IF
3255
IRON Financial
Illinois
– -$294K -1,323 Closed
XF
3256
XML Financial
Maryland
– -$293K -1,316 Closed
CAC
3257
Certified Advisory Corp
Florida
– -$287K -1,291 Closed
AM
3258
Ampfield Management
New York
– -$283K -1,272 Closed
LFG
3259
Lockerman Financial Group
California
– -$283K -1,272 Closed
FPCG
3260
Fort Pitt Capital Group
Pennsylvania
– -$283K -1,271 Closed
BSAM
3261
Blue Square Asset Management
New York
– -$282K -1,270 Closed
WCM
3262
Wealthcare Capital Management
Virginia
– -$281K -1,265 Closed
TI
3263
tru Independence
Oregon
– -$278K -1,253 Closed
LFPWM
3264
Leicht Financial Planning & Wealth Management
New Jersey
– -$278K -1,250 Closed
RVPG
3265
Relative Value Partners Group
– -$276K -1,243 Closed
SAM
3266
Summit Asset Management
Tennessee
– -$276K -1,243 Closed
CC
3267
Callan Capital
California
– -$275K -1,237 Closed
EWM
3268
EPG Wealth Management
Georgia
– -$273K -1,228 Closed
MPW
3269
MA Private Wealth
California
– -$273K -1,226 Closed
OPOWM
3270
One Plus One Wealth Management
Florida
– -$273K -1,226 Closed
SG
3271
Swarthmore Group
Pennsylvania
– -$272K -1,222 Closed
CANC
3272
Culbertson A N & Co
Virginia
– -$271K -1,220 Closed
PWS
3273
Private Wealth Strategies
Ohio
– -$272K -1,220 Closed
LC
3274
Lincoln Capital
Nebraska
– -$271K -1,219 Closed
BG
3275
Benedetti & Gucer
Georgia
– -$270K -1,215 Closed
129 130
131
132 133