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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3326
Meridian Wealth Advisors
Texas
– -$220K -4,375 Closed
CCC
3327
Compass Capital Corp
Massachusetts
– -$207K -4,370 Closed
SHF
3328
Safe Harbor Fiduciary
Florida
– -$219K -4,369 Closed
VCM
3329
Viewpoint Capital Management
Washington
– -$218K -4,352 Closed
RFG
3330
RFP Financial Group
Georgia
– -$217K -4,325 Closed
AMM
3331
American Money Management
California
– -$217K -4,320 Closed
PFA
3332
Providence Financial Advisors
Kansas
– -$217K -4,315 Closed
BFG
3333
Beto Financial Group
Idaho
– -$203K -4,313 Closed
NP
3334
Nilsine Partners
Colorado
– -$203K -4,311 Closed
AFS
3335
AFG Fiduciary Services
Massachusetts
– -$211K -4,301 Closed
OPCM
3336
Osborne Partners Capital Management
California
– -$215K -4,290 Closed
JGUA
3337
John G. Ullman & Associates
New York
– -$215K -4,288 Closed
JHC
3338
J. Hagan Capital
Kentucky
– -$215K -4,284 Closed
SFGM
3339
Stonebridge Financial Group (Missouri)
Missouri
– -$215K -4,273 Closed
FCM
3340
Firestone Capital Management
Florida
– -$214K -4,272 Closed
NL
3341
Navalign LLC
California
– -$214K -4,261 Closed
CFG
3342
Carter Financial Group
Illinois
– -$214K -4,254 Closed
SAM
3343
Strategy Asset Managers
California
– -$213K -4,243 Closed
GDP
3344
Great Diamond Partners
Maine
– -$213K -4,241 Closed
SFB
3345
STAR Financial Bank
Indiana
– -$213K -4,240 Closed
BBA
3346
Braun-Bostich & Associates
Pennsylvania
– -$213K -4,234 Closed
EFG
3347
Embree Financial Group
Illinois
– -$212K -4,222 Closed
TCOO
3348
Trust Company of Oklahoma
Oklahoma
– -$212K -4,220 Closed
MWA
3349
Motive Wealth Advisors
Michigan
– -$212K -4,215 Closed
LPFG
3350
Landing Point Financial Group
Ohio
– -$211K -4,211 Closed
132 133
134
135 136