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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1926
J.L. Bainbridge & Co
Florida
– -$201K -4,634 Closed
AIA
1927
Alera Investment Advisors
Illinois
– -$185K -4,629 Closed
MSA
1928
Marino Stram & Associates
Massachusetts
– -$149K -3,718 Closed
WA
1929
WP Advisors
California
– -$1.29K -3,233 Closed
CHP
1930
Cable Hill Partners
Oregon
– -$108K -2,699 Closed
WCM
1931
WealthBridge Capital Management
Ohio
– -$105K -2,437 Closed
PWM
1932
PRW Wealth Management
Massachusetts
– -$76K -1,861 Closed
FAM
1933
Formidable Asset Management
Ohio
– -$250K -1,522 Closed
NWM
1934
Northwest Wealth Management
Iowa
– -$58K -1,463 Closed
JIP
1935
JBJ Investment Partners
South Carolina
– -$57K -1,436 Closed
SPL
1936
Smart Portfolios LLC
Washington
– -$55K -1,382 Closed
RWM
1937
Raffa Wealth Management
District of Columbia
– -$46.5K -1,164 Closed
PGA
1938
Premia Global Advisors
Florida
– -$43K -1,080 Closed
NICM
1939
Neo Ivy Capital Management
New York
– -$38K -959 Closed
SAM
1940
Strategy Asset Managers
California
– -$36K -908 Closed
PCA
1941
Peddock Capital Advisors
Massachusetts
– -$32K -800 Closed
VLKIM
1942
Van Lanschot Kempen Investment Management
Netherlands
– -$32K -799 Closed
KL
1943
KWMG LLC
Kansas
– -$27K -680 Closed
OWA
1944
One Wealth Advisors
California
– -$23K -567 Closed
WOC
1945
West Oak Capital
California
– -$20K -500 Closed
1IA
1946
1834 Investment Advisors
Wisconsin
– -$16K -400 Closed
AP
1947
Arlington Partners
Alabama
– -$9K -222 Closed
SHIM
1948
Stone House Investment Management
Pennsylvania
– -$5K -115 Closed
LPC
1949
Loeb Partners Corp
New York
– -$4K -96 Closed
ST
1950
Sageworth Trust
Pennsylvania
– -$4K -91 Closed
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