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Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
4001
Dumont & Blake Investment Advisors
New Jersey
– -$212K -526 Closed
BONST
4002
Bank of Nova Scotia Trust
Ontario, Canada
– -$212K -525 Closed
SI
4003
Saxon Interests
Texas
– -$211K -523 Closed
AWA
4004
Archvest Wealth Advisors
California
– -$211K -522 Closed
HWA
4005
Hilltop Wealth Advisors
North Carolina
– -$211K -521 Closed
IAS
4006
Investment Advisory Services
Texas
– -$210K -520 Closed
KC
4007
Knuff & Co
California
– -$210K -520 Closed
BCM
4008
Barden Capital Management
Texas
– -$210K -519 Closed
LFP
4009
Leeward Financial Partners
Washington
– -$209K -518 Closed
RWM
4010
Refined Wealth Management
Utah
– -$209K -517 Closed
VF
4011
Vawter Financial
Ohio
– -$209K -517 Closed
HFS
4012
Heritage Financial Services
Massachusetts
– -$208K -516 Closed
CCM
4013
Consolidated Capital Management
California
– -$208K -515 Closed
RA
4014
Rodgers & Associates
Pennsylvania
– -$208K -514 Closed
OCPWS
4015
One Charles Private Wealth Services
Massachusetts
– -$207K -513 Closed
RRWA
4016
Rainey & Randall Wealth Advisors
Florida
– -$207K -513 Closed
LSL
4017
Legacy Solutions LLC
Pennsylvania
– -$207K -512 Closed
GW
4018
Griffith & Werner
Georgia
– -$206K -509 Closed
FFG
4019
Foundry Financial Group
New Hampshire
– -$205K -508 Closed
AWM
4020
Absher Wealth Management
North Carolina
– -$205K -507 Closed
FCMA
4021
Foresight Capital Management Advisors
Michigan
– -$205K -507 Closed
HFW
4022
Horizon Family Wealth
Illinois
– -$205K -507 Closed
Alesco Advisors
4023
Alesco Advisors
New York
– -$204K -506 Closed
IA
4024
IMZ Advisory
Florida
– -$204K -506 Closed
SA
4025
Sylvest Advisors
Texas
– -$204K -506 Closed
159 160
161
162 163