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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IRP
2201
Investment Research Partners
Pennsylvania
– -$216K -508 Closed
VAM
2202
Verity Asset Management
North Carolina
– -$216K -508 Closed
CFP
2203
Cascade Financial Partners
California
– -$216K -507 Closed
GWM
2204
Greenline Wealth Management
Florida
– -$215K -507 Closed
PFM
2205
Patton Fund Management
Texas
– -$215K -505 Closed
MA
2206
Mezzasalma Advisors
New Jersey
– -$214K -502 Closed
LSV Asset Management
2207
LSV Asset Management
Illinois
– -$213K -500 Closed
OAM
2208
Occidental Asset Management
California
– -$213K -500 Closed
PS
2209
Portfolio Strategies
New York
– -$213K -500 Closed
PCP
2210
Panoramic Capital Partners
Oregon
– -$212K -498 Closed
RA
2211
Ruggaard & Associates
Ohio
– -$211K -496 Closed
ELM
2212
Elite Life Management
Florida
– -$206K -491 Closed
FA
2213
FDx Advisors
Illinois
– -$209K -491 Closed
LOWM
2214
Laurel Oak Wealth Management
New Jersey
– -$208K -490 Closed
FI
2215
Finivi Inc
Massachusetts
– -$208K -489 Closed
FOA
2216
Five Oceans Advisors
California
– -$207K -487 Closed
TTWM
2217
TCV Trust & Wealth Management
Virginia
– -$207K -487 Closed
CF
2218
Clarity Financial
Texas
– -$207K -486 Closed
MBT
2219
Montecito Bank & Trust
California
– -$207K -486 Closed
SRL
2220
Scientech Research LLC
New Jersey
– -$205K -482 Closed
BB
2221
Bell Bank
North Dakota
– -$205K -481 Closed
LFA
2222
LifeGuide Financial Advisors
Pennsylvania
– -$204K -480 Closed
SIP
2223
Snowwater Investment Partners
Connecticut
– -$203K -477 Closed
S
2224
Sunpointe
Missouri
– -$203K -477 Closed
RWM
2225
Rockline Wealth Management
New York
– -$202K -476 Closed