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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
3651
Lauer Wealth
Indiana
– -$208K -2,360 Closed
WCM
3652
Warburton Capital Management
Oklahoma
– -$240K -2,353 Closed
HP
3653
Holistic Planning
Texas
– -$226K -2,350 Closed
TI
3654
Truepoint Inc
Ohio
– -$226K -2,349 Closed
HWMC
3655
Heritage Wealth Management (California)
California
– -$225K -2,339 Closed
SFG
3656
Sunburst Financial Group
Alabama
– -$225K -2,339 Closed
EC
3657
Eaton-Cambridge
Arizona
– -$225K -2,338 Closed
BDF
3658
Black Diamond Financial
Maryland
– -$225K -2,336 Closed
GPA
3659
Guerra Pan Advisors
New Jersey
– -$224K -2,330 Closed
PHAM
3660
Palisades Hudson Asset Management
Florida
– -$224K -2,330 Closed
LIM
3661
Lathrop Investment Management
Arkansas
– -$223K -2,320 Closed
PFT
3662
Providence First Trust
Arizona
– -$223K -2,320 Closed
TRIA
3663
Trail Ridge Investment Advisors
Colorado
– -$223K -2,319 Closed
SIM
3664
Studio Investment Management
Illinois
– -$223K -2,317 Closed
GPW
3665
Genesis Private Wealth
Virginia
– -$223K -2,316 Closed
BSTWA
3666
Blake Schutter Theil Wealth Advisors
Ohio
– -$222K -2,310 Closed
MFG
3667
Mosaic Financial Group
Illinois
– -$222K -2,310 Closed
CAM
3668
CenterStar Asset Management
Illinois
– -$221K -2,304 Closed
PFM
3669
Patton Fund Management
Texas
– -$221K -2,300 Closed
SDWIA
3670
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$221K -2,300 Closed
AFG
3671
Altiora Financial Group
Ohio
– -$220K -2,290 Closed
HA
3672
Huntleigh Advisors
Missouri
– -$220K -2,290 Closed
GHA
3673
Granite Harbor Advisors
Texas
– -$220K -2,288 Closed
VCM
3674
Viewpoint Capital Management
Washington
– -$219K -2,282 Closed
WT
3675
Washington Trust
Rhode Island
– -$219K -2,282 Closed
145 146
147
148 149