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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
3301
Safe Harbor Fiduciary
Florida
– -$219K -4,369 Closed
VCM
3302
Viewpoint Capital Management
Washington
– -$218K -4,352 Closed
RFG
3303
RFP Financial Group
Georgia
– -$217K -4,325 Closed
AMM
3304
American Money Management
California
– -$217K -4,320 Closed
PFA
3305
Providence Financial Advisors
Kansas
– -$217K -4,315 Closed
BFG
3306
Beto Financial Group
Idaho
– -$203K -4,313 Closed
NP
3307
Nilsine Partners
Colorado
– -$203K -4,311 Closed
AFS
3308
AFG Fiduciary Services
Massachusetts
– -$211K -4,301 Closed
OPCM
3309
Osborne Partners Capital Management
California
– -$215K -4,290 Closed
JGUA
3310
John G. Ullman & Associates
New York
– -$215K -4,288 Closed
JHC
3311
J. Hagan Capital
Kentucky
– -$215K -4,284 Closed
SFGM
3312
Stonebridge Financial Group (Missouri)
Missouri
– -$215K -4,273 Closed
FCM
3313
Firestone Capital Management
Florida
– -$214K -4,272 Closed
NL
3314
Navalign LLC
California
– -$214K -4,261 Closed
CFG
3315
Carter Financial Group
Illinois
– -$214K -4,254 Closed
SAM
3316
Strategy Asset Managers
California
– -$213K -4,243 Closed
GDP
3317
Great Diamond Partners
Maine
– -$213K -4,241 Closed
SFB
3318
STAR Financial Bank
Indiana
– -$213K -4,240 Closed
BBA
3319
Braun-Bostich & Associates
Pennsylvania
– -$213K -4,234 Closed
EFG
3320
Embree Financial Group
Illinois
– -$212K -4,222 Closed
TCOO
3321
Trust Company of Oklahoma
Oklahoma
– -$212K -4,220 Closed
MWA
3322
Motive Wealth Advisors
Michigan
– -$212K -4,215 Closed
LPFG
3323
Landing Point Financial Group
Ohio
– -$211K -4,211 Closed
PGA
3324
Portland Global Advisors
Maine
– -$211K -4,201 Closed
FNBOH
3325
First National Bank of Hutchinson
Kansas
– -$211K -4,199 Closed
131 132
133
134 135