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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2301
Secure Asset Management
Michigan
– -$216K -2,371 Closed
FBFS
2302
First Business Financial Services
Wisconsin
– -$215K -2,363 Closed
AC
2303
Asio Capital
Kentucky
– -$215K -2,361 Closed
SCM
2304
Schnieders Capital Management
California
– -$215K -2,361 Closed
ACM
2305
Ategra Capital Management
Virginia
– -$215K -2,360 Closed
IG
2306
Ithaka Group
Virginia
– -$214K -2,350 Closed
PCM
2307
Presidio Capital Management
California
– -$212K -2,334 Closed
WWG
2308
West Wealth Group
California
– -$212K -2,331 Closed
BFS
2309
Bickling Financial Services
Massachusetts
– -$212K -2,327 Closed
KA
2310
KLCM Advisors
Wisconsin
– -$212K -2,326 Closed
YWS
2311
Yarger Wealth Strategies
Ohio
– -$212K -2,326 Closed
PWM
2312
Prentice Wealth Management
New York
– -$211K -2,322 Closed
PHAM
2313
Palisades Hudson Asset Management
Florida
– -$211K -2,320 Closed
MA
2314
Modus Advisors
Minnesota
– -$207K -2,280 Closed
BFC
2315
Blue Fin Capital
Rhode Island
– -$207K -2,279 Closed
AWAG
2316
ARS Wealth Advisors Group
Florida
– -$206K -2,262 Closed
MWPCG
2317
Measured Wealth Private Client Group
New Hampshire
– -$206K -2,261 Closed
WA
2318
Wealth Architects
California
– -$205K -2,257 Closed
BCAM
2319
Boston Common Asset Management
Massachusetts
– -$205K -2,250 Closed
WC
2320
Whitney & Co
New York
– -$205K -2,250 Closed
FNC
2321
First National Corp
Massachusetts
– -$204K -2,247 Closed
AA
2322
Advisory Alpha
Michigan
– -$204K -2,244 Closed
EWM
2323
Endowment Wealth Management
Wisconsin
– -$204K -2,239 Closed
EWA
2324
Evolution Wealth Advisors
Florida
– -$204K -2,238 Closed
DA
2325
Detalus Advisors
Missouri
– -$203K -2,233 Closed
91 92
93
94 95