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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2901
Domani Wealth
Pennsylvania
– -$313K -7,957 Closed
TAM
2902
Townsend Asset Management
North Carolina
– -$313K -7,943 Closed
JGC
2903
J. Goldman & Co
New York
– -$311K -7,894 Closed
OWM
2904
OneAscent Wealth Management
Alabama
– -$282K -7,153 Closed
SFS
2905
Summit Financial Strategies
Ohio
– -$267K -6,788 Closed
HW
2906
Hamilton Wealth
California
– -$263K -6,672 Closed
MFG
2907
MTM Financial Group
Pennsylvania
– -$263K -6,669 Closed
PGWM
2908
Parisi Gray Wealth Management
New Jersey
– -$259K -6,586 Closed
MAM
2909
Madison Asset Management
Wisconsin
– -$257K -6,532 Closed
CCA
2910
Cravens & Co Advisors
Tennessee
– -$256K -6,506 Closed
CF
2911
Clarity Financial
Texas
– -$249K -6,315 Closed
SHGA
2912
Sand Hill Global Advisors
California
– -$249K -6,315 Closed
UWM
2913
USAdvisors Wealth Management
Minnesota
– -$243K -6,174 Closed
SC
2914
Sierra Capital
Florida
– -$242K -6,135 Closed
QFA
2915
Quantum Financial Advisors
California
– -$237K -6,028 Closed
PAS
2916
Professional Advisory Services
Florida
– -$234K -5,931 Closed
GAM
2917
GEM Asset Management
Michigan
– -$233K -5,919 Closed
MPW
2918
MGO Private Wealth
California
– -$227K -5,751 Closed
KA
2919
Kercheville Advisors
Texas
– -$225K -5,708 Closed
JHP
2920
James Hambro & Partners
United Kingdom
– -$225K -5,707 Closed
HCC
2921
Hirtle Callaghan & Co
Pennsylvania
– -$225K -5,700 Closed
FA
2922
Fermata Advisors
California
– -$224K -5,675 Closed
FC
2923
Financial Council
Maryland
– -$222K -5,641 Closed
CA
2924
CGN Advisors
Kansas
– -$217K -5,500 Closed
ACM
2925
Alethea Capital Management
Washington
– -$216K -5,489 Closed
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117
118 119