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Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
3026
Raub Brock Capital Management
California
– -$365K -1,470 Closed
NWM
3027
Napa Wealth Management
California
– -$357K -1,435 Closed
CAM
3028
Carret Asset Management
New York
– -$356K -1,432 Closed
IEFM
3029
IQ EQ Fund Management
Ireland
– -$350K -1,408 Closed
SCA
3030
Sandy Cove Advisors
Massachusetts
– -$349K -1,403 Closed
FFP
3031
FourThought Financial Partners
Florida
– -$345K -1,390 Closed
CCM
3032
Canal Capital Management
Virginia
– -$338K -1,362 Closed
IF
3033
IRON Financial
Illinois
– -$330K -1,329 Closed
RPCA
3034
Running Point Capital Advisors
California
– -$327K -1,316 Closed
SIA
3035
Schear Investment Advisers
Ohio
– -$327K -1,314 Closed
MCA
3036
Millennium Capital Advisors
Arkansas
– -$326K -1,313 Closed
SEM
3037
Suncoast Equity Management
Florida
– -$322K -1,297 Closed
SPM
3038
Symmetry Peak Management
Pennsylvania
– -$252K -1,289 Closed
COCM
3039
Charter Oak Capital Management
New Hampshire
– -$316K -1,273 Closed
FNBOMD
3040
First National Bank of Mount Dora
Florida
– -$316K -1,273 Closed
APG
3041
Abacus Planning Group
South Carolina
– -$316K -1,272 Closed
TW
3042
Towerpoint Wealth
California
– -$316K -1,271 Closed
TFP
3043
Traction Financial Partners
Wyoming
– -$313K -1,261 Closed
EBT
3044
Enterprise Bank & Trust
Massachusetts
– -$313K -1,260 Closed
NCM
3045
NCM Capital Management
New Jersey
– -$310K -1,248 Closed
GCIM
3046
Gunn & Company Investment Management
Florida
– -$310K -1,246 Closed
KWM
3047
Kolinsky Wealth Management
New Jersey
– -$309K -1,244 Closed
CAM
3048
Crestone Asset Management
Colorado
– -$308K -1,241 Closed
FC
3049
Financial Council
Maryland
– -$307K -1,236 Closed
LFP
3050
Leeward Financial Partners
Washington
– -$305K -1,229 Closed
120 121
122
123 124