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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2401
Cooper/Haims Advisors
New York
– -$335K -3,954 Closed
BBW
2402
Blue Barn Wealth
Utah
– -$320K -3,784 Closed
SCM
2403
Schnieders Capital Management
California
– -$308K -3,636 Closed
ACM
2404
Alta Capital Management
Utah
– -$305K -3,600 Closed
PW
2405
PUREfi Wealth
Massachusetts
– -$299K -3,532 Closed
BWA
2406
Bestgate Wealth Advisors
Maryland
– -$281K -3,321 Closed
WF
2407
Whelan Financial
California
– -$279K -3,298 Closed
OWA
2408
Opal Wealth Advisors
New York
– -$278K -3,282 Closed
SGA
2409
Sustainable Growth Advisers
Connecticut
– -$277K -3,272 Closed
EWA
2410
Encompass Wealth Advisors
Oregon
– -$274K -3,243 Closed
MAM
2411
MWA Asset Management
Massachusetts
– -$264K -3,116 Closed
MFA
2412
Mayflower Financial Advisors
Massachusetts
– -$262K -3,098 Closed
WPIC
2413
White Pine Investment Company
Michigan
– -$253K -2,991 Closed
JSA
2414
Jacobson & Schmitt Advisors
Wisconsin
– -$247K -2,915 Closed
EWA
2415
Evolution Wealth Advisors
Florida
– -$246K -2,907 Closed
ALA
2416
Atlas Legacy Advisors
California
– -$246K -2,904 Closed
CBB
2417
Citizens Business Bank
California
– -$241K -2,843 Closed
BIM
2418
Bridges Investment Management
Nebraska
– -$238K -2,810 Closed
TWP
2419
Tempus Wealth Planning
California
– -$237K -2,798 Closed
HPM
2420
Hudson Portfolio Management
New York
– -$235K -2,775 Closed
NWM
2421
Northcape Wealth Management
New York
– -$233K -2,754 Closed
TC
2422
TwinBeech Capital
New York
– -$229K -2,701 Closed
NFC
2423
Northstar Financial Companies
Pennsylvania
– -$227K -2,685 Closed
LA
2424
Latitude Advisors
Florida
– -$226K -2,675 Closed
MPI
2425
Mairs & Power Inc
Minnesota
– -$226K -2,671 Closed
95 96
97
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