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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3151
Weik Capital Management
Pennsylvania
– -$225K -5,015 Closed
HWM
3152
HFR Wealth Management
New York
– -$224K -4,993 Closed
AFP
3153
Alpha Financial Partners
Kentucky
– -$224K -4,978 Closed
EFG
3154
Ehrlich Financial Group
California
– -$224K -4,978 Closed
NB
3155
Nicolet Bankshares
Wisconsin
– -$223K -4,975 Closed
PWM
3156
Palumbo Wealth Management
New York
– -$223K -4,975 Closed
SFP
3157
Sterling Financial Planning
New Jersey
– -$223K -4,964 Closed
AIA
3158
AIMZ Investment Advisors
California
– -$223K -4,959 Closed
NWA
3159
New World Advisors
Massachusetts
– -$222K -4,938 Closed
TW
3160
Towerpoint Wealth
California
– -$222K -4,934 Closed
WAOI
3161
Wealth Advisors of Iowa
Iowa
– -$221K -4,915 Closed
W
3162
Wealthquest
Ohio
– -$222K -4,908 Closed
TCOTS
3163
Trust Company of the South
North Carolina
– -$220K -4,902 Closed
NPPM
3164
North Point Portfolio Managers
Ohio
– -$220K -4,900 Closed
MFC
3165
Morris Financial Concepts
South Carolina
– -$220K -4,898 Closed
PIA
3166
Powell Investment Advisors
Florida
– -$220K -4,896 Closed
BWM
3167
BKM Wealth Management
Wisconsin
– -$220K -4,889 Closed
LC
3168
Landaas & Company
Wisconsin
– -$220K -4,888 Closed
SIM
3169
SSI Investment Management
California
– -$219K -4,877 Closed
LW
3170
Libra Wealth
California
– -$218K -4,862 Closed
AC
3171
Applied Capital
Arkansas
– -$217K -4,834 Closed
WA
3172
WBH Advisory
Maryland
– -$217K -4,821 Closed
FWM
3173
Fonville Wealth Management
Virginia
– -$216K -4,819 Closed
VCM
3174
Viewpoint Capital Management
Washington
– -$216K -4,816 Closed
FCM
3175
Firestone Capital Management
Florida
– -$216K -4,799 Closed
125 126
127
128 129