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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
3151
Black Diamond Financial
Maryland
– -$231K -5,134 Closed
SCM
3152
Sitrin Capital Management
California
– -$227K -5,051 Closed
EW
3153
Elyxium Wealth
California
– -$226K -5,038 Closed
PTCG
3154
Pring Turner Capital Group
California
– -$226K -5,035 Closed
WCM
3155
Weik Capital Management
Pennsylvania
– -$225K -5,015 Closed
HWM
3156
HFR Wealth Management
New York
– -$224K -4,993 Closed
AFP
3157
Alpha Financial Partners
Kentucky
– -$224K -4,978 Closed
EFG
3158
Ehrlich Financial Group
California
– -$224K -4,978 Closed
NB
3159
Nicolet Bankshares
Wisconsin
– -$223K -4,975 Closed
PWM
3160
Palumbo Wealth Management
New York
– -$223K -4,975 Closed
SFP
3161
Sterling Financial Planning
New Jersey
– -$223K -4,964 Closed
AIA
3162
AIMZ Investment Advisors
California
– -$223K -4,959 Closed
NWA
3163
New World Advisors
Massachusetts
– -$222K -4,938 Closed
TW
3164
Towerpoint Wealth
California
– -$222K -4,934 Closed
WAOI
3165
Wealth Advisors of Iowa
Iowa
– -$221K -4,915 Closed
W
3166
Wealthquest
Ohio
– -$222K -4,908 Closed
TCOTS
3167
Trust Company of the South
North Carolina
– -$220K -4,902 Closed
NPPM
3168
North Point Portfolio Managers
Ohio
– -$220K -4,900 Closed
MFC
3169
Morris Financial Concepts
South Carolina
– -$220K -4,898 Closed
PIA
3170
Powell Investment Advisors
Florida
– -$220K -4,896 Closed
BWM
3171
BKM Wealth Management
Wisconsin
– -$220K -4,889 Closed
LC
3172
Landaas & Company
Wisconsin
– -$220K -4,888 Closed
SIM
3173
SSI Investment Management
California
– -$219K -4,877 Closed
LW
3174
Libra Wealth
California
– -$218K -4,862 Closed
AC
3175
Applied Capital
Arkansas
– -$217K -4,834 Closed
125 126
127
128 129