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Name Holding Trade Value Shares
Change 		Change in
Stake
S
4201
SimplyRich
California
– -$379K -1,832 Closed
MWAM
4202
Manhattan West Asset Management
California
– -$379K -1,830 Closed
JF
4203
JMN Financial
Ohio
– -$372K -1,796 Closed
PFG
4204
Putney Financial Group
California
– -$370K -1,789 Closed
RWMG
4205
Redwood Wealth Management Group
New Jersey
– -$367K -1,776 Closed
CIM
4206
Chapman Investment Management
California
– -$321K -1,722 Closed
CP
4207
Camelot Portfolios
Ohio
– -$356K -1,720 Closed
DWM
4208
Dopkins Wealth Management
New York
– -$355K -1,716 Closed
VDC
4209
Van Diest Capital
Iowa
– -$344K -1,664 Closed
WIA
4210
Wetzel Investment Advisors
Indiana
– -$329K -1,592 Closed
KOC
4211
Koss-Olinger Consulting
Florida
– -$329K -1,590 Closed
TIA
4212
Tandem Investment Advisors
South Carolina
– -$328K -1,583 Closed
RIM
4213
Rockbridge Investment Management
New York
– -$326K -1,574 Closed
EAP
4214
Elevation Advisory Partners
Florida
– -$262K -1,551 Closed
PFM
4215
Patton Fund Management
Texas
– -$320K -1,548 Closed
WA
4216
Win Advisors
Florida
– -$318K -1,537 Closed
CM
4217
Cercano Management
Washington
– -$314K -1,518 Closed
FWM
4218
ForthRight Wealth Management
Georgia
– -$309K -1,492 Closed
NC
4219
nVerses Capital
Florida
– -$300K -1,449 Closed
SIAM
4220
Sterling Investment Advisors (Missouri)
Missouri
– -$292K -1,410 Closed
TCMP
4221
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$286K -1,382 Closed
OFG
4222
OmniStar Financial Group
North Carolina
– -$286K -1,380 Closed
GFM
4223
GF Fund Management
China
– -$284K -1,374 Closed
SC
4224
Sierra Capital
Florida
– -$284K -1,371 Closed
KIC
4225
Kensington Investment Counsel
California
– -$283K -1,369 Closed
167 168
169
170 171