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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
3501
Verus Financial Partners
Virginia
– -$201K -1,176 Closed
CS
3502
Capital Square
Tennessee
– -$200K -1,137 Closed
MTCM
3503
Mint Tower Capital Management
Netherlands
– -$169K -1,000 Closed
RCA
3504
Ranch Capital Advisors
Florida
– -$162K -959 Closed
BPGAM
3505
BTG Pactual Global Asset Management
Bermuda
– -$159K -937 Closed
CPC
3506
Consolidated Planning Corp
Georgia
– -$126K -743 Closed
DOA
3507
D'Orazio & Associates
Virginia
– -$109K -645 Closed
GSAM
3508
Grant Street Asset Management
Pennsylvania
– -$80K -473 Closed
SFO
3509
Standard Family Office
South Dakota
– -$77K -455 Closed
RA
3510
Resolute Advisors
California
– -$65K -387 Closed
TCM
3511
Tanaka Capital Management
New York
– -$48K -285 Closed
RTL
3512
Red Tortoise LLC
Georgia
– -$25K -268 Closed
WLPWM
3513
Walled Lake Planning & Wealth Management
Illinois
– -$40K -234 Closed
IWA
3514
IBEX Wealth Advisors
New Jersey
– -$15K -86 Closed
CAM
3515
ClariVest Asset Management
California
– -$4K -20 Closed
CPWM
3516
Cypress Point Wealth Management
Texas
– -$1K -6 Closed
FCAS
3517
First Command Advisory Services
Texas
– -$1K -3 Closed
M1FG
3518
Mach-1 Financial Group
Arkansas
– +$323 +2 New
LPP
3519
Life Planning Partners
Florida
– +$808 +5 New
RI
3520
Rinkey Investments
California
– +$808 +5 New
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