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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2851
Bickling Financial Services
Massachusetts
– -$217K -835 Closed
ACM
2852
Avalon Capital Management
California
– -$216K -831 Closed
DP
2853
Dearborn Partners
Illinois
– -$216K -831 Closed
SWIG
2854
Strategic Wealth Investment Group
Kentucky
– -$219K -831 Closed
PWAG
2855
Polaris Wealth Advisory Group
California
– -$218K -829 Closed
NPP
2856
New Potomac Partners
Maryland
– -$215K -825 Closed
SWM
2857
Salvus Wealth Management
New Jersey
– -$212K -815 Closed
WG
2858
Welch Group
Alabama
– -$212K -814 Closed
HC
2859
Hourglass Capital
Texas
– -$212K -813 Closed
CCM
2860
Cohen Capital Management
California
– -$211K -810 Closed
FSC
2861
Full Sail Capital
Oklahoma
– -$209K -802 Closed
KA
2862
Klingman & Associates
New York
– -$208K -801 Closed
IIM
2863
Ipswich Investment Management
Massachusetts
– -$208K -798 Closed
XT
2864
XTX Topco
Cayman Islands
– -$207K -797 Closed
FFG
2865
Frisch Financial Group
New York
– -$204K -783 Closed
CWM
2866
Concentrum Wealth Management
California
– -$203K -780 Closed
DBT
2867
Dubuque Bank & Trust
Iowa
– -$202K -776 Closed
CMBA
2868
C.M. Bidwell & Associates
Hawaii
– -$188K -723 Closed
BMD
2869
Better Money Decisions
New Mexico
– -$156K -599 Closed
CDIA
2870
Capital Directions Investment Advisors
Georgia
– -$122K -469 Closed
LWM
2871
Liberty Wealth Management
California
– -$119K -467 Closed
AL
2872
ADE LLC
Maryland
– -$99K -381 Closed
RCM
2873
Regency Capital Management
Hawaii
– -$91K -350 Closed
UAML
2874
US Asset Management LLC
Pennsylvania
– -$86K -330 Closed
SFP
2875
Sterling Financial Planning
New Jersey
– -$78K -300 Closed
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