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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2801
Crawford Investment Counsel
Georgia
– -$264K -735 Closed
TCM
2802
Telos Capital Management
California
– -$264K -735 Closed
WBCM
2803
Wilson & Boucher Capital Management
California
– -$264K -735 Closed
RC
2804
Rovin Capital
Arizona
– -$263K -732 Closed
BRM
2805
Boston Research & Management
Massachusetts
– -$261K -729 Closed
CCM
2806
Crew Capital Management
Ohio
– -$262K -729 Closed
SP
2807
SWS Partners
Ohio
– -$262K -729 Closed
MLA
2808
My Legacy Advisors
Oregon
– -$261K -726 Closed
RPCA
2809
Running Point Capital Advisors
California
– -$259K -720 Closed
SA
2810
Scarborough Advisors
Maryland
– -$259K -720 Closed
YMRC
2811
Yorktown Management & Research Company
Virginia
– -$259K -720 Closed
BO
2812
BRR OpCo
Ohio
– -$258K -717 Closed
SFP
2813
Sandbox Financial Partners
Maryland
– -$256K -714 Closed
WMS
2814
Wealth Management Solutions
Pennsylvania
– -$256K -714 Closed
LRWA
2815
Long Run Wealth Advisors
New York
– -$256K -711 Closed
SFG
2816
Sovereign Financial Group
Connecticut
– -$255K -711 Closed
HFW
2817
Horizon Family Wealth
Illinois
– -$253K -705 Closed
MIG
2818
McGuire Investment Group
Rhode Island
– -$252K -702 Closed
OCPWS
2819
One Charles Private Wealth Services
Massachusetts
– -$251K -699 Closed
HCM
2820
Hengehold Capital Management
Ohio
– -$249K -693 Closed
NS
2821
Newman & Schimel
Illinois
– -$249K -693 Closed
WCA
2822
Waypoint Capital Advisors
Minnesota
– -$249K -693 Closed
CA
2823
CGN Advisors
Kansas
– -$248K -690 Closed
GC
2824
Gratus Capital
Georgia
– -$248K -690 Closed
GWA
2825
GGM Wealth Advisors
Maryland
– -$235K -687 Closed
111 112
113
114 115