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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1826
Wittenberg Investment Management
Massachusetts
– -$210K -700 Closed
LCM
1827
Lazari Capital Management
California
– -$209K -698 Closed
DAS
1828
Diversify Advisory Services
Utah
– -$203K -695 Closed
APG
1829
Abacus Planning Group
South Carolina
– -$208K -693 Closed
OPCM
1830
Osborne Partners Capital Management
California
– -$206K -687 Closed
D
1831
Dentgroup
Louisiana
– -$206K -686 Closed
FOA
1832
Five Oceans Advisors
California
– -$205K -685 Closed
SWM
1833
Silverlake Wealth Management
Vermont
– -$205K -684 Closed
1WM
1834
1858 Wealth Management
Ohio
– -$204K -682 Closed
BBNB
1835
Baker Boyer National Bank
Washington
– -$203K -678 Closed
AFA
1836
AA Financial Advisors
Ohio
– -$203K -677 Closed
GDP
1837
Great Diamond Partners
Maine
– -$202K -673 Closed
JCM
1838
Jacobsen Capital Management
Utah
– -$201K -671 Closed
CCA
1839
Childress Capital Advisors
Texas
– -$201K -670 Closed
AGC
1840
Aspen Grove Capital
Colorado
– -$201K -668 Closed
CB
1841
Chris Bulman
California
– -$153K -510 Closed
RFG
1842
RFP Financial Group
Georgia
– -$148K -493 Closed
HFM
1843
Harvest Fund Management
China
– -$144K -479 Closed
SFS
1844
Symphony Financial Services
Ohio
– -$297K -475 Closed
WIA
1845
Wetzel Investment Advisors
Indiana
– -$127K -440 Closed
TSWM
1846
Tyler-Stone Wealth Management
Ohio
– -$95.9K -320 Closed
LTI
1847
Laffer Tengler Investments
Tennessee
– -$95K -317 Closed
RWMG
1848
Redwood Wealth Management Group
New Jersey
– -$93.1K -310 Closed
GA
1849
GFS Advisors
Texas
– -$28.4M -281 Closed
FFA
1850
First Foundation Advisors
California
– -$78.3K -261 Closed
72 73
74
75 76