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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2426
RBA Wealth Management
California
– -$219K -2,086 Closed
CNBOF
2427
City National Bank of Florida
Florida
– -$218K -2,075 Closed
FFA
2428
First Foundation Advisors
California
– -$218K -2,073 Closed
MW
2429
MBL Wealth
North Carolina
– -$218K -2,072 Closed
NC
2430
NBW Capital
Massachusetts
– -$217K -2,065 Closed
WP
2431
WealthShield Partners
North Carolina
– -$217K -2,064 Closed
FPGT
2432
Financial Partners Group (Tennessee)
Tennessee
– -$217K -2,063 Closed
SWG
2433
Summit Wealth Group
Vermont
– -$216K -2,060 Closed
MIM
2434
Merrion Investment Management
New Jersey
– -$216K -2,055 Closed
SCM
2435
Sage Capital Management
New Jersey
– -$215K -2,049 Closed
JC
2436
JB Capital
Connecticut
– -$215K -2,048 Closed
JCM
2437
Jacobsen Capital Management
Utah
– -$215K -2,045 Closed
SHWM
2438
Smith & Howard Wealth Management
Georgia
– -$215K -2,043 Closed
SPIA
2439
Strategic Point Investment Advisors
Rhode Island
– -$214K -2,040 Closed
SCM
2440
Schnieders Capital Management
California
– -$214K -2,039 Closed
GWM
2441
Greenwich Wealth Management
Connecticut
– -$214K -2,038 Closed
DWM
2442
Denver Wealth Management
Colorado
– -$213K -2,027 Closed
NRC
2443
New Republic Capital
North Carolina
– -$213K -2,025 Closed
NAS
2444
NWF Advisory Services
California
– -$212K -2,017 Closed
ACI
2445
Alpha Cubed Investments
California
– -$210K -1,997 Closed
LEA
2446
Legacy Edge Advisors
New York
– -$209K -1,993 Closed
APG
2447
Abacus Planning Group
South Carolina
– -$207K -1,976 Closed
NCMW
2448
Northern Capital Management (Washington)
Washington
– -$208K -1,976 Closed
NPFS
2449
Novak & Powell Financial Services
Florida
– -$207K -1,968 Closed
CPRC
2450
Consolidated Portfolio Review Corp
New York
– -$206K -1,965 Closed
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