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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
4001
Investment Advisory Services
Texas
– -$210K -520 Closed
KC
4002
Knuff & Co
California
– -$210K -520 Closed
BCM
4003
Barden Capital Management
Texas
– -$210K -519 Closed
LFP
4004
Leeward Financial Partners
Washington
– -$209K -518 Closed
RWM
4005
Refined Wealth Management
Utah
– -$209K -517 Closed
VF
4006
Vawter Financial
Ohio
– -$209K -517 Closed
HFS
4007
Heritage Financial Services
Massachusetts
– -$208K -516 Closed
CCM
4008
Consolidated Capital Management
California
– -$208K -515 Closed
RA
4009
Rodgers & Associates
Pennsylvania
– -$208K -514 Closed
OCPWS
4010
One Charles Private Wealth Services
Massachusetts
– -$207K -513 Closed
RRWA
4011
Rainey & Randall Wealth Advisors
Florida
– -$207K -513 Closed
LSL
4012
Legacy Solutions LLC
Pennsylvania
– -$207K -512 Closed
GW
4013
Griffith & Werner
Georgia
– -$206K -509 Closed
FFG
4014
Foundry Financial Group
New Hampshire
– -$205K -508 Closed
AWM
4015
Absher Wealth Management
North Carolina
– -$205K -507 Closed
FCMA
4016
Foresight Capital Management Advisors
Michigan
– -$205K -507 Closed
HFW
4017
Horizon Family Wealth
Illinois
– -$205K -507 Closed
AA
4018
Alesco Advisors
New York
– -$204K -506 Closed
IA
4019
IMZ Advisory
Florida
– -$204K -506 Closed
SA
4020
Sylvest Advisors
Texas
– -$204K -506 Closed
BA
4021
Bluesphere Advisors
Pennsylvania
– -$204K -505 Closed
CCB
4022
Cutter & Co Brokerage
Missouri
– -$203K -503 Closed
ACM
4023
Alta Capital Management
Utah
– -$202K -500 Closed
BNMT
4024
Bawa N Mallick Trust
New York
– -$202K -500 Closed
GC
4025
Gruss & Co
Florida
– -$202K -500 Closed
159 160
161
162 163