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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
3001
Evernest Financial Advisors
Indiana
– -$230K -8,134 Closed
SIAM
3002
Sterling Investment Advisors (Missouri)
Missouri
– -$230K -8,127 Closed
LWA
3003
Lineweaver Wealth Advisors
Ohio
– -$229K -8,102 Closed
PJSIMP
3004
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$229K -8,093 Closed
CWA
3005
Canvas Wealth Advisors
Kansas
– -$218K -8,056 Closed
PAMG
3006
Patton Albertson Miller Group
Tennessee
– -$227K -8,046 Closed
BRIA
3007
Balanced Rock Investment Advisors
Massachusetts
– -$227K -8,038 Closed
RSWA
3008
Robinson Smith Wealth Advisors
Maine
– -$226K -8,006 Closed
CWM
3009
Challenger Wealth Management
California
– -$226K -8,000 Closed
BPFA
3010
Barnes Pettey Financial Advisors
Mississippi
– -$226K -7,987 Closed
CAM
3011
Claret Asset Management
Quebec, Canada
– -$225K -7,976 Closed
IWM
3012
Integris Wealth Management
California
– -$225K -7,973 Closed
RA
3013
Ruggaard & Associates
Ohio
– -$224K -7,944 Closed
JFGLC
3014
Johnson Financial Group LLC (Colorado)
Colorado
– -$224K -7,935 Closed
RRA
3015
Round Rock Advisors
Connecticut
– -$224K -7,926 Closed
FFG
3016
Fortress Financial Group
Minnesota
– -$224K -7,920 Closed
WIM
3017
Wittenberg Investment Management
Massachusetts
– -$223K -7,885 Closed
AIA
3018
Armor Investment Advisors
North Carolina
– -$222K -7,859 Closed
MAM
3019
Milestone Asset Management
Pennsylvania
– -$222K -7,859 Closed
QCIG
3020
Quad-Cities Investment Group
Iowa
– -$222K -7,844 Closed
MCM
3021
Maple Capital Management
Vermont
– -$221K -7,826 Closed
HAFS
3022
Hapanowicz & Associates Financial Services
Pennsylvania
– -$221K -7,815 Closed
AG
3023
Advocate Group
Minnesota
– -$220K -7,787 Closed
CWA
3024
Consilio Wealth Advisors
Washington
– -$220K -7,787 Closed
SGFG
3025
Silver Grove Financial Group
New York
– -$220K -7,779 Closed
119 120
121
122 123