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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3101
Walkner Condon Financial Advisors
Wisconsin
– -$262K -1,812 Closed
FOA
3102
Five Oceans Advisors
California
– -$256K -1,768 Closed
OR
3103
Olympiad Research
Connecticut
– -$252K -1,740 Closed
WCWM
3104
Willow Creek Wealth Management
California
– -$244K -1,684 Closed
VIA
3105
Vickerman Investment Advisors
Washington
– -$237K -1,635 Closed
LWP
3106
Legacy Wealth Planning
Nevada
– -$233K -1,612 Closed
DSAM
3107
Dock Street Asset Management
Florida
– -$232K -1,602 Closed
BAG
3108
Briggs Advisory Group
Rhode Island
– -$225K -1,554 Closed
WI
3109
WBI Investments
New Jersey
– -$222K -1,535 Closed
TFO
3110
Tarbox Family Office
California
– -$221K -1,527 Closed
RMCM
3111
Reynders McVeigh Capital Management
Massachusetts
– -$221K -1,525 Closed
EA
3112
Echo45 Advisors
California
– -$220K -1,521 Closed
HIG
3113
Heritage Investment Group
Florida
– -$219K -1,515 Closed
HHAA
3114
Henry H. Armstrong Associates
Pennsylvania
– -$217K -1,500 Closed
BG
3115
Benedetti & Gucer
Georgia
– -$212K -1,458 Closed
AFP
3116
Advus Financial Partners
Florida
– -$209K -1,442 Closed
EWM
3117
Executive Wealth Management
Michigan
– -$205K -1,417 Closed
TW
3118
Towerpoint Wealth
California
– -$205K -1,417 Closed
CCM
3119
Chiron Capital Management
Florida
– -$200K -1,378 Closed
MIFH
3120
Migdal Insurance & Financial Holdings
Israel
– -$178K -1,230 Closed
GKIM
3121
GW&K Investment Management
Massachusetts
– -$117K -810 Closed
RIM
3122
Rockbridge Investment Management
New York
– -$96.4K -666 Closed
MS
3123
Marshall & Sullivan
Washington
– -$86K -600 Closed
RCM
3124
Regency Capital Management
Hawaii
– -$87K -600 Closed
JPLA
3125
Joseph P. Lucia & Associates
New York
– -$49K -336 Closed
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