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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3001
HFG Wealth Management
Texas
– -$540K -2,175 Closed
AWM
3002
Arista Wealth Management
Nevada
– -$520K -2,093 Closed
LRIA
3003
Leonard Rickey Investment Advisors
Washington
– -$520K -2,093 Closed
HIG
3004
Heritage Investment Group
Florida
– -$518K -2,086 Closed
MC
3005
Merlin Capital
Rhode Island
– -$510K -2,054 Closed
MWS
3006
Maxwell Wealth Strategies
California
– -$508K -2,045 Closed
KA
3007
Kure Advisory
Minnesota
– -$481K -1,936 Closed
JWM
3008
Jupiter Wealth Management
Colorado
– -$477K -1,920 Closed
MWPCG
3009
Measured Wealth Private Client Group
New Hampshire
– -$473K -1,905 Closed
CC
3010
Cadinha & Co
Hawaii
– -$463K -1,863 Closed
MLIC
3011
Mandatum Life Insurance Company
Finland
– -$454K -1,829 Closed
FDS
3012
First Dallas Securities
Texas
– -$450K -1,810 Closed
CCA
3013
Cobblestone Capital Advisors
New York
– -$441K -1,775 Closed
MSA
3014
McAlister Sweet & Associates
Texas
– -$427K -1,720 Closed
PCM
3015
Pennsylvania Capital Management
Pennsylvania
– -$423K -1,702 Closed
SGWM
3016
Sterling Group Wealth Management
California
– -$409K -1,644 Closed
QC
3017
QCM Cayman
Texas
– -$406K -1,635 Closed
IDBONY
3018
Israel Discount Bank of New York
New York
– -$397K -1,596 Closed
EFG
3019
Embree Financial Group
Illinois
– -$396K -1,593 Closed
MA
3020
Modus Advisors
Minnesota
– -$389K -1,567 Closed
CIC
3021
Cornercap Investment Counsel
Georgia
– -$386K -1,554 Closed
LWM
3022
LJI Wealth Management
Indiana
– -$383K -1,542 Closed
ST
3023
Sabal Trust
Florida
– -$383K -1,541 Closed
RBCM
3024
Raub Brock Capital Management
California
– -$365K -1,470 Closed
NWM
3025
Napa Wealth Management
California
– -$357K -1,435 Closed
119 120
121
122 123