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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
2051
Boston Financial Management
Massachusetts
– -$651K -2,216 Closed
FWM
2052
FFT Wealth Management
Pennsylvania
– -$647K -2,200 Closed
MBT
2053
Montecito Bank & Trust
California
– -$640K -2,177 Closed
CIP
2054
Champlain Investment Partners
Vermont
– -$597K -2,030 Closed
COF
2055
Capital One Financial
Virginia
– -$550K -1,871 Closed
CL
2056
Choreo LLC
Illinois
– -$473K -1,609 Closed
PT
2057
Plimoth Trust
Massachusetts
– -$450K -1,530 Closed
PW
2058
Peninsula Wealth
California
– -$448K -1,523 Closed
PFG
2059
PAX Financial Group
Texas
– -$443K -1,508 Closed
JWM
2060
Jupiter Wealth Management
Colorado
– -$407K -1,383 Closed
BC
2061
BIT Capital
Germany
– -$387K -1,315 Closed
SB
2062
Strategic Blueprint
Georgia
– -$377K -1,282 Closed
CC
2063
Claybrook Capital
Massachusetts
– -$367K -1,248 Closed
PWAG
2064
Polaris Wealth Advisory Group
California
– -$352K -1,220 Closed
SPA
2065
Sentinel Pension Advisors
Massachusetts
– -$354K -1,205 Closed
WP
2066
WealthPLAN Partners
Nebraska
– -$303K -1,147 Closed
SAM
2067
SP Asset Management
California
– -$318K -1,106 Closed
GBA
2068
Garrison Bradford & Associates
New York
– -$317K -1,080 Closed
HA
2069
HC Advisors
Georgia
– -$307K -1,045 Closed
5L
2070
55I LLC
Massachusetts
– -$306K -1,041 Closed
WAS
2071
Wealth Advisory Solutions
Indiana
– -$302K -1,028 Closed
UBV
2072
United Bank (Virginia)
Virginia
– -$295K -1,003 Closed
LCM
2073
LH Capital Markets
New York
– -$294K -1,000 Closed
HJMC
2074
Hellman Jordan Management Company
Massachusetts
– -$292K -994 Closed
MWM
2075
MorganRosel Wealth Management
Colorado
– -$289K -984 Closed
81 82
83
84 85