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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3201
Hofer & Associates
California
– -$248K -2,223 Closed
CCP
3202
Carmel Capital Partners
California
– -$246K -2,209 Closed
FWM
3203
FMA Wealth Management
Massachusetts
– -$245K -2,200 Closed
SIM
3204
Seaview Investment Managers
Florida
– -$245K -2,197 Closed
JWBC
3205
John W. Bristol & Co
New York
– -$244K -2,192 Closed
CCB
3206
Cutter & Co Brokerage
Missouri
– -$243K -2,179 Closed
DBRC
3207
D.B. Root & Company
Pennsylvania
– -$242K -2,170 Closed
PPC
3208
Pennington Partners & Co
Maryland
– -$242K -2,164 Closed
MCP
3209
Mirador Capital Partners
California
– -$240K -2,155 Closed
MFG
3210
Monte Financial Group
Connecticut
– -$240K -2,154 Closed
LAM
3211
Lewis Asset Management
California
– -$240K -2,151 Closed
CCT
3212
Capital City Trust
Florida
– -$239K -2,146 Closed
AWM
3213
Avaii Wealth Management
Wisconsin
– -$238K -2,141 Closed
ISFAN
3214
Investor's Fiduciary Advisor Network
Washington
– -$238K -2,139 Closed
PFP
3215
Paragon Financial Partners
California
– -$236K -2,116 Closed
IAP
3216
Indie Asset Partners
Indiana
– -$234K -2,104 Closed
MHC
3217
May Hill Capital
Massachusetts
– -$233K -2,095 Closed
BWG
3218
Boomfish Wealth Group
Georgia
– -$231K -2,078 Closed
MWP
3219
Meridian Wealth Partners
Pennsylvania
– -$231K -2,073 Closed
DFP
3220
Defined Financial Planning
California
– -$230K -2,062 Closed
PWM
3221
PMG Wealth Management
Illinois
– -$229K -2,054 Closed
SCI
3222
Silver Coast Investments
United States
– -$228K -2,046 Closed
FNBOMD
3223
First National Bank of Mount Dora
Florida
– -$227K -2,043 Closed
RFM
3224
Royal Fund Management
Florida
– -$227K -2,042 Closed
BWP
3225
Bernardo Wealth Planning
Pennsylvania
– -$221K -2,036 Closed
127 128
129
130 131