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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1926
BSW Wealth Partners
Colorado
– -$225K -991 Closed
CCA
1927
Conservest Capital Advisors
Pennsylvania
– -$224K -987 Closed
FC
1928
Forte Capital
New York
– -$223K -983 Closed
SMA
1929
Sage Mountain Advisors
Georgia
– -$223K -982 Closed
WDL
1930
Well Done LLC
Michigan
– -$222K -979 Closed
CRC
1931
Curi RMB Capital
Illinois
– -$221K -976 Closed
RWA
1932
RGT Wealth Advisors
Texas
– -$221K -974 Closed
OWA
1933
Opal Wealth Advisors
New York
– -$219K -967 Closed
PWP
1934
Personal Wealth Partners
Minnesota
– -$219K -966 Closed
KCP
1935
KDI Capital Partners
North Carolina
– -$219K -965 Closed
SEP
1936
Southland Equity Partners
Missouri
– -$218K -963 Closed
APWM
1937
Atlas Private Wealth Management
New York
– -$218K -962 Closed
GWM
1938
Greenhouse Wealth Management
Connecticut
– -$217K -955 Closed
WLIM
1939
White Lighthouse Investment Management
Massachusetts
– -$216K -953 Closed
SWIG
1940
Strategic Wealth Investment Group
Kentucky
– -$214K -945 Closed
MWM
1941
Merriman Wealth Management
Washington
– -$214K -944 Closed
MFG
1942
Merit Financial Group
Georgia
– -$213K -940 Closed
FMW
1943
Farr Miller & Washington
District of Columbia
– -$212K -936 Closed
SIA
1944
Soltis Investment Advisors
Utah
– -$212K -934 Closed
HT
1945
Heritage Trust
Oklahoma
– -$211K -931 Closed
3F
1946
360 Financial
Minnesota
– -$211K -930 Closed
SEIA
1947
Signature Estate & Investment Advisors
California
– -$210K -928 Closed
BS
1948
Boenning & Scattergood
Pennsylvania
– -$210K -926 Closed
DWM
1949
Destination Wealth Management
California
– -$207K -913 Closed
PIM
1950
Penobscot Investment Management
Massachusetts
– -$206K -910 Closed
76 77
78
79 80