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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
2051
Montecito Bank & Trust
California
– -$640K -2,177 Closed
CIP
2052
Champlain Investment Partners
Vermont
– -$597K -2,030 Closed
COF
2053
Capital One Financial
Virginia
– -$550K -1,871 Closed
CL
2054
Choreo LLC
Illinois
– -$473K -1,609 Closed
PT
2055
Plimoth Trust
Massachusetts
– -$450K -1,530 Closed
PW
2056
Peninsula Wealth
California
– -$448K -1,523 Closed
PFG
2057
PAX Financial Group
Texas
– -$443K -1,508 Closed
JWM
2058
Jupiter Wealth Management
Colorado
– -$407K -1,383 Closed
BC
2059
BIT Capital
Germany
– -$387K -1,315 Closed
SB
2060
Strategic Blueprint
Georgia
– -$377K -1,282 Closed
CC
2061
Claybrook Capital
Massachusetts
– -$367K -1,248 Closed
PWAG
2062
Polaris Wealth Advisory Group
California
– -$352K -1,220 Closed
SPA
2063
Sentinel Pension Advisors
Massachusetts
– -$354K -1,205 Closed
WP
2064
WealthPLAN Partners
Nebraska
– -$303K -1,147 Closed
SAM
2065
SP Asset Management
California
– -$318K -1,106 Closed
GBA
2066
Garrison Bradford & Associates
New York
– -$317K -1,080 Closed
HA
2067
HC Advisors
Georgia
– -$307K -1,045 Closed
5L
2068
55I LLC
Massachusetts
– -$306K -1,041 Closed
WAS
2069
Wealth Advisory Solutions
Indiana
– -$302K -1,028 Closed
UBV
2070
United Bank (Virginia)
Virginia
– -$295K -1,003 Closed
LCM
2071
LH Capital Markets
New York
– -$294K -1,000 Closed
HJMC
2072
Hellman Jordan Management Company
Massachusetts
– -$292K -994 Closed
MWM
2073
MorganRosel Wealth Management
Colorado
– -$289K -984 Closed
KCP
2074
KDI Capital Partners
North Carolina
– -$284K -965 Closed
TP
2075
Tranquility Partners
Tennessee
– -$283K -962 Closed
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