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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1951
Mayport LLC
Massachusetts
– -$287K -7,660 Closed
SWIM
1952
Smallwood Wealth Investment Management
New Jersey
– -$287K -7,660 Closed
EA
1953
Emerald Advisors
Washington
– -$287K -7,650 Closed
TFS
1954
Thoroughbred Financial Services
Tennessee
– -$283K -7,580 Closed
NCM
1955
Next Capital Management
New York
– -$284K -7,570 Closed
PWM
1956
Purus Wealth Management
California
– -$284K -7,570 Closed
APA
1957
Astoria Portfolio Advisors
New York
– -$283K -7,550 Closed
SIA
1958
Soltis Investment Advisors
Utah
– -$282K -7,540 Closed
RIA
1959
Regal Investment Advisors
Michigan
– -$282K -7,530 Closed
PA
1960
Parkside Advisors
California
– -$282K -7,520 Closed
DP
1961
DDD Partners
Washington
– -$281K -7,510 Closed
ASGS
1962
Alpha Square Group S
New York
– -$281K -7,500 Closed
GWM
1963
Gitterman Wealth Management
New Jersey
– -$281K -7,500 Closed
MLFP
1964
MPS Loria Financial Planners
Illinois
– -$280K -7,500 Closed
RBCM
1965
Raub Brock Capital Management
California
– -$281K -7,490 Closed
LAM
1966
L2 Asset Management
Massachusetts
– -$280K -7,470 Closed
F4L
1967
Fortune 45 LLC
Louisiana
– -$279K -7,460 Closed
RS
1968
Retirement Solution
Washington
– -$279K -7,460 Closed
KA
1969
Klingman & Associates
New York
– -$279K -7,430 Closed
PA
1970
Paragon Advisors
Texas
– -$278K -7,410 Closed
TCM
1971
Tufton Capital Management
Maryland
– -$276K -7,390 Closed
MSAM
1972
Moloney Securities Asset Management
Missouri
– -$276K -7,370 Closed
TI
1973
Truepoint Inc
Ohio
– -$276K -7,370 Closed
BO
1974
BRR OpCo
Ohio
– -$275K -7,340 Closed
OAM
1975
Occidental Asset Management
California
– -$275K -7,340 Closed
77 78
79
80 81