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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
1201
GW Henssler & Associates
Georgia
– -$223K -614 Closed
OC
1202
Oarsman Capital
Wisconsin
– -$166K -554 Closed
VAG
1203
VisionPoint Advisory Group
Texas
– -$160K -538 Closed
PCWA
1204
Pacific Capital Wealth Advisors
California
– -$127K -424 Closed
KBFS
1205
Kohmann Bosshard Financial Services
Ohio
– -$110K -366 Closed
CW
1206
Curio Wealth
Maryland
– -$107K -358 Closed
AWM
1207
Avior Wealth Management
Nebraska
– -$104K -346 Closed
VWM
1208
Venturi Wealth Management
Texas
– -$69.8K -233 Closed
VHAM
1209
Van Hulzen Asset Management
California
– -$57.3K -191 Closed
PFA
1210
Pathway Financial Advisers
Indiana
– -$50.5K -169 Closed
CFGS
1211
Concourse Financial Group Securities
Alabama
– -$41.6K -143 Closed
SAM
1212
Synergy Asset Management
Washington
– -$45.9K -126 Closed
SIS
1213
Strategic Investment Solutions
Illinois
– -$32.3K -106 Closed
CP
1214
Castleview Partners
Texas
– -$30.5K -103 Closed
CBT
1215
CoreFirst Bank & Trust
Kansas
– -$18K -60 Closed
AWM
1216
Accredited Wealth Management
Kentucky
– -$15.6K -52 Closed
MSG
1217
Main Street Group
Virginia
– -$15K -50 Closed
QL
1218
Quarry LP
New York
– -$15K -50 Closed
HI
1219
Human Investing
Oregon
– -$8.38K -28 Closed
CJ
1220
Caitlin John
Michigan
– -$7.79K -26 Closed
MSWM
1221
Mowery & Schoenfeld Wealth Management
Illinois
– -$7.49K -25 Closed
FW
1222
Fairway Wealth
Ohio
– -$6.89K -23 Closed
PFT
1223
Providence First Trust
Arizona
– -$5.99K -20 Closed
CAS
1224
Coppell Advisory Solutions
Texas
– -$5.03K -17 Closed
OA
1225
Operose Advisors
Wisconsin
– -$3.59K -12 Closed
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