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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1951
Southern Wealth Management
Texas
– -$216K -1,000 Closed
XWM
1952
Xcel Wealth Management
Florida
– -$205K -953 Closed
FCBT
1953
First Citizens Bank & Trust
North Carolina
– -$204K -945 Closed
IP
1954
Investment Partners
Ohio
– -$202K -935 Closed
ZCI
1955
Zevenbergen Capital Investments
Washington
– -$201K -933 Closed
AWM
1956
Affinity Wealth Management
Delaware
– -$205K -815 Closed
MSE
1957
MUFG Securities EMEA
United Kingdom
– -$142K -660 Closed
SCA
1958
Stonebridge Capital Advisors
Minnesota
– -$108K -500 Closed
PWP
1959
Principle Wealth Partners
Connecticut
– -$104K -484 Closed
JPLA
1960
Joseph P. Lucia & Associates
New York
– -$80K -370 Closed
THWM
1961
Taylor Hoffman Wealth Management
Virginia
– -$78K -361 Closed
CFG
1962
Citizens Financial Group
Rhode Island
– -$75K -348 Closed
PA
1963
Perennial Advisors
New York
– -$61K -282 Closed
CWM
1964
Campbell Wealth Management
Virginia
– -$60K -278 Closed
EWP
1965
Engrave Wealth Partners
Texas
– -$58K -270 Closed
AIA
1966
AGF Investments America
Ontario, Canada
– -$52K -243 Closed
FWM
1967
Filbrandt Wealth Management
Wisconsin
– -$45K -209 Closed
BFIM
1968
Beese Fulmer Investment Management
Ohio
– -$36K -168 Closed
FWM
1969
FSA Wealth Management
Massachusetts
– -$24K -110 Closed
DTIM
1970
Danda Trouve Investment Management
Kansas
– -$16K -75 Closed
PIMG
1971
Patriot Investment Management Group
Tennessee
– -$16.2K -75 Closed
CWP
1972
CFM Wealth Partners
Texas
– -$14K -66 Closed
TWP
1973
TFO Wealth Partners
Ohio
– -$12K -55 Closed
BBA
1974
Braun-Bostich & Associates
Pennsylvania
– -$11K -50 Closed
GFPC
1975
Global Financial Private Client
Florida
– -$8.64K -40 Closed
76 77 78
79
80