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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
4051
Spartan Planning & Wealth Management
North Carolina
– -$601K -3,869 Closed
PCM
4052
Permanent Capital Management
Illinois
– -$552K -3,554 Closed
VPP
4053
Vertex Planning Partners
Illinois
– -$549K -3,537 Closed
FC
4054
Farringdon Capital
United Kingdom
– -$537K -3,456 Closed
CG
4055
Cynosure Group
Utah
– -$532K -3,429 Closed
CM
4056
Castleark Management
Illinois
– -$492K -3,170 Closed
VT
4057
Volterra Technologies
New York
– -$479K -3,084 Closed
PCM
4058
Perritt Capital Management
Illinois
– -$475K -3,057 Closed
TCM
4059
Tang Capital Management
California
– -$469K -3,023 Closed
VCWM
4060
Vista Cima Wealth Management
Arizona
– -$444K -2,858 Closed
LAS
4061
LWM Advisory Services
Florida
– -$443K -2,857 Closed
BAS
4062
Brueske Advisory Services
Washington
– -$407K -2,623 Closed
FFS
4063
Fischer Financial Services
Pennsylvania
– -$366K -2,358 Closed
CIG
4064
Cairn Investment Group
Washington
– -$336K -2,165 Closed
WC
4065
Weil Company
California
– -$314K -2,024 Closed
SC
4066
Shuttleworth & Co
Ohio
– -$314K -2,020 Closed
GC
4067
Gruss & Co
Florida
– -$311K -2,000 Closed
KNW
4068
Kesler Norman & Wride
Utah
– -$284K -1,964 Closed
NFG
4069
Norris Financial Group
South Carolina
– -$299K -1,923 Closed
GCA
4070
Gallagher Capital Advisors
Texas
– -$322K -1,876 Closed
QP
4071
Quartz Partners
New York
– -$291K -1,876 Closed
SA
4072
Sonoma Allocations
California
– -$281K -1,853 Closed
PWA
4073
Prairie Wealth Advisors
Nebraska
– -$278K -1,788 Closed
SFPG
4074
Stonebridge Financial Planning Group
Florida
– -$276K -1,779 Closed
SWIG
4075
Strategic Wealth Investment Group
Kentucky
– -$269K -1,730 Closed
161 162
163
164 165