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Name Holding Trade Value Shares
Change 		Change in
Stake
KCIA
1076
Kingsbury Capital Investment Advisors
Illinois
– -$353K -5,220 Closed
FFG
1077
Frisch Financial Group
New York
– -$351K -5,200 Closed
ZF
1078
Zhang Financial
Michigan
– -$351K -5,200 Closed
BSW
1079
Buckingham Strategic Wealth
Missouri
– -$349K -5,170 Closed
NGA
1080
Naples Global Advisors
Florida
– -$348K -5,150 Closed
OWP
1081
Obermeyer Wealth Partners
Colorado
– -$348K -5,150 Closed
ACA
1082
Aptus Capital Advisors
Alabama
– -$346K -5,120 Closed
ICP
1083
Interchange Capital Partners
Pennsylvania
– -$345K -5,110 Closed
ZIM
1084
Zacks Investment Management
Illinois
– -$344K -5,100 Closed
WWM
1085
Western Wealth Management
Colorado
– -$344K -5,090 Closed
AG
1086
Algert Global
California
– -$343K -5,070 Closed
ECM
1087
Evergreen Capital Management
Washington
– -$341K -5,040 Closed
HFP
1088
Holistic Financial Partners
Indiana
– -$341K -5,040 Closed
RWB
1089
RMR Wealth Builders
New Jersey
– -$339K -5,010 Closed
BWM
1090
Buckley Wealth Management
Nevada
– -$338K -5,000 Closed
CP
1091
Cumberland Partners
Ontario, Canada
– -$338K -5,000 Closed
SC
1092
Soundwatch Capital
Connecticut
– -$338K -5,000 Closed
ACM
1093
Advisors Capital Management
New Jersey
– -$337K -4,980 Closed
OGC
1094
Oak Grove Capital
New Hampshire
– -$333K -4,920 Closed
SPIO
1095
Seven Post Investment Office
California
– -$331K -4,900 Closed
CAG
1096
Csenge Advisory Group
Florida
– -$330K -4,890 Closed
RFN
1097
Redwood Financial Network
Ohio
– -$328K -4,850 Closed
LWM
1098
Laidlaw Wealth Management
New York
– -$326K -4,830 Closed
MIM
1099
Montgomery Investment Management
Maryland
– -$324K -4,800 Closed
WJA
1100
Willis Johnson & Associates
Texas
– -$323K -4,780 Closed
42 43
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