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Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
3101
Five Oceans Advisors
California
– -$256K -1,768 Closed
OR
3102
Olympiad Research
Connecticut
– -$252K -1,740 Closed
WCWM
3103
Willow Creek Wealth Management
California
– -$244K -1,684 Closed
VIA
3104
Vickerman Investment Advisors
Washington
– -$237K -1,635 Closed
LWP
3105
Legacy Wealth Planning
Nevada
– -$233K -1,612 Closed
DSAM
3106
Dock Street Asset Management
Florida
– -$232K -1,602 Closed
BAG
3107
Briggs Advisory Group
Rhode Island
– -$225K -1,554 Closed
WI
3108
WBI Investments
New Jersey
– -$222K -1,535 Closed
TFO
3109
Tarbox Family Office
California
– -$221K -1,527 Closed
RMCM
3110
Reynders McVeigh Capital Management
Massachusetts
– -$221K -1,525 Closed
EA
3111
Echo45 Advisors
California
– -$220K -1,521 Closed
HIG
3112
Heritage Investment Group
Florida
– -$219K -1,515 Closed
HHAA
3113
Henry H. Armstrong Associates
Pennsylvania
– -$217K -1,500 Closed
BG
3114
Benedetti & Gucer
Georgia
– -$212K -1,458 Closed
EWM
3115
Executive Wealth Management
Michigan
– -$205K -1,417 Closed
TW
3116
Towerpoint Wealth
California
– -$205K -1,417 Closed
CCM
3117
Chiron Capital Management
Florida
– -$200K -1,378 Closed
MIFH
3118
Migdal Insurance & Financial Holdings
Israel
– -$178K -1,230 Closed
GKIM
3119
GW&K Investment Management
Massachusetts
– -$117K -810 Closed
RIM
3120
Rockbridge Investment Management
New York
– -$96.4K -666 Closed
MS
3121
Marshall & Sullivan
Washington
– -$86K -600 Closed
RCM
3122
Regency Capital Management
Hawaii
– -$87K -600 Closed
JPLA
3123
Joseph P. Lucia & Associates
New York
– -$49K -336 Closed
SFG
3124
Steward Financial Group
Texas
– -$36K -252 Closed
HFS
3125
HBC Financial Services
Washington
– -$28K -200 Closed
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