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Name Holding Trade Value Shares
Change 		Change in
Stake
G
1901
GenTrust
Florida
– -$204K -960 Closed
DWM
1902
Doyle Wealth Management
Florida
– -$203K -959 Closed
GT
1903
Glenview Trust
Kentucky
– -$203K -958 Closed
JLBC
1904
J.L. Bainbridge & Co
Florida
– -$203K -957 Closed
BMCM
1905
Bryn Mawr Capital Management
Pennsylvania
– -$203K -956 Closed
ACA
1906
Affinity Capital Advisors
California
– -$203K -955 Closed
HCM
1907
Hilton Capital Management
New York
– -$191K -900 Closed
PWP
1908
Personal Wealth Partners
Minnesota
– -$191K -900 Closed
BIA
1909
Barry Investment Advisors
Massachusetts
– -$204K -884 Closed
SIC
1910
Samalin Investment Counsel
New York
– -$153K -723 Closed
CA
1911
Crewe Advisors
Utah
– -$134K -632 Closed
PA
1912
PSI Advisors
Florida
– -$127K -602 Closed
CT
1913
Clearstead Trust
Maine
– -$127K -600 Closed
TCWM
1914
Total Clarity Wealth Management
Illinois
– -$123K -580 Closed
HI
1915
Hoey Investments
Pennsylvania
– -$117K -551 Closed
HWM
1916
Howard Wealth Management
Connecticut
– -$101K -480 Closed
THWM
1917
Taylor Hoffman Wealth Management
Virginia
– -$94K -442 Closed
CHAM
1918
Clear Harbor Asset Management
Connecticut
– -$85.7K -404 Closed
ACM
1919
Allred Capital Management
Texas
– -$72.5K -342 Closed
RCG
1920
Ruggie Capital Group
Florida
– -$54K -255 Closed
MWC
1921
MBM Wealth Consultants
Missouri
– -$42K -200 Closed
ONST
1922
Old North State Trust
North Carolina
– -$37K -175 Closed
BCI
1923
Brinker Capital Investments
Pennsylvania
– -$28K -134 Closed
HF
1924
Halpern Financial
Virginia
– -$22.3K -105 Closed
HCA
1925
Horan Capital Advisors
Ohio
– -$21K -100 Closed
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