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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3676
Clarity Financial
Texas
– -$229K -2,377 Closed
SA
3677
Stewardship Advisors
Pennsylvania
– -$228K -2,371 Closed
CCWP
3678
Cedar Cove Wealth Partners
Minnesota
– -$228K -2,369 Closed
IQI
3679
Integrated Quantitative Investments
Washington
– -$228K -2,367 Closed
LW
3680
Lauer Wealth
Indiana
– -$208K -2,360 Closed
WCM
3681
Warburton Capital Management
Oklahoma
– -$240K -2,353 Closed
HP
3682
Holistic Planning
Texas
– -$226K -2,350 Closed
TI
3683
Truepoint Inc
Ohio
– -$226K -2,349 Closed
HWMC
3684
Heritage Wealth Management (California)
California
– -$225K -2,339 Closed
SFG
3685
Sunburst Financial Group
Alabama
– -$225K -2,339 Closed
EC
3686
Eaton-Cambridge
Arizona
– -$225K -2,338 Closed
BDF
3687
Black Diamond Financial
Maryland
– -$225K -2,336 Closed
GPA
3688
Guerra Pan Advisors
New Jersey
– -$224K -2,330 Closed
PHAM
3689
Palisades Hudson Asset Management
Florida
– -$224K -2,330 Closed
LIM
3690
Lathrop Investment Management
Arkansas
– -$223K -2,320 Closed
PFT
3691
Providence First Trust
Arizona
– -$223K -2,320 Closed
TRIA
3692
Trail Ridge Investment Advisors
Colorado
– -$223K -2,319 Closed
SIM
3693
Studio Investment Management
Illinois
– -$223K -2,317 Closed
GPW
3694
Genesis Private Wealth
Virginia
– -$223K -2,316 Closed
BSTWA
3695
Blake Schutter Theil Wealth Advisors
Ohio
– -$222K -2,310 Closed
MFG
3696
Mosaic Financial Group
Illinois
– -$222K -2,310 Closed
CAM
3697
CenterStar Asset Management
Illinois
– -$221K -2,304 Closed
PFM
3698
Patton Fund Management
Texas
– -$221K -2,300 Closed
SDWIA
3699
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$221K -2,300 Closed
AFG
3700
Altiora Financial Group
Ohio
– -$220K -2,290 Closed
146 147
148
149 150