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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1601
Capstone Financial Advisors
Illinois
– -$305K -2,062 Closed
BFG
1602
Beacon Financial Group
Texas
– -$303K -2,052 Closed
MF
1603
Manchester Financial
California
– -$301K -2,035 Closed
SIMM
1604
Stillwater Investment Management (Minnesota)
Minnesota
– -$296K -2,000 Closed
AI
1605
Accredited Investors
Minnesota
– -$292K -1,974 Closed
OPWM
1606
Oxinas Partners Wealth Management
Indiana
– -$292K -1,974 Closed
TPA
1607
Trivium Point Advisory
Connecticut
– -$308K -1,974 Closed
SA
1608
Strategic Advisors
New York
– -$290K -1,965 Closed
PC
1609
Pecaut & Co
Iowa
– -$285K -1,925 Closed
CPW
1610
Catalyst Private Wealth
California
– -$279K -1,885 Closed
GT
1611
Glenview Trust
Kentucky
– -$279K -1,884 Closed
SAM
1612
SignalPoint Asset Management
Missouri
– -$278K -1,880 Closed
HCA
1613
Heck Capital Advisors
Wisconsin
– -$277K -1,872 Closed
AAS
1614
Annex Advisory Services
Wisconsin
– -$276K -1,867 Closed
CWM
1615
Circle Wealth Management
New Jersey
– -$274K -1,851 Closed
GFS
1616
GYL Financial Synergies
Connecticut
– -$270K -1,825 Closed
SCM
1617
Shelton Capital Management
Colorado
– -$263K -1,776 Closed
WG
1618
Welch Group
Alabama
– -$260K -1,759 Closed
BIM
1619
Baldwin Investment Management
Pennsylvania
– -$260K -1,755 Closed
KIA
1620
KCM Investment Advisors
California
– -$260K -1,755 Closed
P
1621
Pitcairn
Pennsylvania
– -$258K -1,740 Closed
GWM
1622
Gitterman Wealth Management
New Jersey
– -$253K -1,711 Closed
NSAM
1623
North Star Asset Management
Wisconsin
– -$252K -1,700 Closed
SWP
1624
Strategic Wealth Partners
Ohio
– -$252K -1,699 Closed
CCM
1625
Check Capital Management
California
– -$251K -1,695 Closed
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65
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