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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3051
Stratos Investment Management
Ohio
– -$288K -10,560 Closed
AIA
3052
Arbor Investment Advisors
North Carolina
– -$288K -10,540 Closed
CWMGP
3053
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$288K -10,540 Closed
KBFS
3054
Kohmann Bosshard Financial Services
Ohio
– -$286K -10,490 Closed
KFA
3055
Kelleher Financial Advisors
New York
– -$282K -10,360 Closed
VBWMG
3056
Von Berge Wealth Management Group
California
– -$219K -10,320 Closed
MM
3057
Meridian Management
Arkansas
– -$281K -10,310 Closed
CS
3058
Cannell & Spears
New York
– -$281K -10,300 Closed
RPCA
3059
Running Point Capital Advisors
California
– -$281K -10,280 Closed
WF
3060
WoodTrust Financial
Wisconsin
– -$281K -10,280 Closed
PBF
3061
Petix & Botte Financial
California
– -$278K -10,200 Closed
QWM
3062
QP Wealth Management
New Jersey
– -$277K -10,150 Closed
SHFA
3063
SC&H Financial Advisors
Maryland
– -$275K -10,080 Closed
SIM
3064
Sadoff Investment Management
Wisconsin
– -$274K -10,040 Closed
CBOR
3065
Community Bank of Raymore
Missouri
– -$273K -10,000 Closed
WAS
3066
Wealth Advisory Solutions
Indiana
– -$273K -9,990 Closed
IA
3067
IAM Advisory
Pennsylvania
– -$272K -9,960 Closed
AWG
3068
Altus Wealth Group
Colorado
– -$271K -9,930 Closed
NF
3069
Nvest Financial
New Hampshire
– -$270K -9,900 Closed
TFO
3070
Tarbox Family Office
California
– -$270K -9,890 Closed
AAM
3071
Aureus Asset Management
Massachusetts
– -$270K -9,880 Closed
BDF
3072
Black Diamond Financial
Maryland
– -$270K -9,880 Closed
SSW
3073
Smith Shellnut Wilson
Mississippi
– -$270K -9,880 Closed
AM
3074
Atwater Malick
Pennsylvania
– -$269K -9,850 Closed
WWP
3075
Waypoint Wealth Partners
California
– -$268K -9,840 Closed
121 122
123
124 125