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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
3201
Osborne Partners Capital Management
California
– -$267K -6,065 Closed
CFP
3202
Cypress Financial Planning
New Jersey
– -$265K -6,038 Closed
SF
3203
Slagle Financial
Illinois
– -$265K -6,037 Closed
CIS
3204
Custom Index Systems
New York
– -$261K -5,934 Closed
GSAM
3205
Grant Street Asset Management
Pennsylvania
– -$257K -5,844 Closed
MCWS
3206
McKinley Carter Wealth Services
West Virginia
– -$253K -5,750 Closed
BFA
3207
Beaumont Financial Advisors
Massachusetts
– -$250K -5,686 Closed
FWA
3208
FSC Wealth Advisors
New York
– -$250K -5,685 Closed
SFS
3209
Sharp Financial Services
Pennsylvania
– -$248K -5,650 Closed
HCMG
3210
Howard Capital Management Group
California
– -$248K -5,649 Closed
TF
3211
Tudor Financial
Ohio
– -$247K -5,609 Closed
SFB
3212
STAR Financial Bank
Indiana
– -$246K -5,597 Closed
FI
3213
Financial Insights
Washington
– -$246K -5,587 Closed
EL
3214
EWA LLC
Pennsylvania
– -$245K -5,578 Closed
AFO
3215
Arrowroot Family Office
California
– -$242K -5,495 Closed
AP
3216
Advisors Preferred
Maryland
– -$240K -5,465 Closed
NB
3217
Nicolet Bankshares
Wisconsin
– -$240K -5,465 Closed
PFA
3218
Presper Financial Architects
Ohio
– -$240K -5,456 Closed
TCM
3219
Tandem Capital Management
New Jersey
– -$239K -5,429 Closed
PAM
3220
Peak Asset Management
Colorado
– -$238K -5,420 Closed
AIA
3221
Accelerate Investment Advisors
California
– -$238K -5,415 Closed
AMM
3222
American Money Management
California
– -$238K -5,414 Closed
GSWA
3223
Good Steward Wealth Advisors
Tennessee
– -$236K -5,381 Closed
ALC
3224
Alexander Labrunerie & Co
Missouri
– -$235K -5,350 Closed
BFAG
3225
Blackston Financial Advisory Group
Florida
– -$235K -5,348 Closed
127 128
129
130 131