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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2076
Diversified Enterprises
Delaware
– -$225K -632 Closed
UBG
2077
United Bank (Georgia)
Georgia
– -$223K -627 Closed
PTP
2078
Platform Technology Partners
New York
– -$223K -626 Closed
HCMG
2079
Howard Capital Management Group
California
– -$223K -625 Closed
SWP
2080
Summit Wealth Partners
Florida
– -$223K -625 Closed
SSC
2081
Syverson Strege & Co
Iowa
– -$223K -625 Closed
HWP
2082
Hibernia Wealth Partners
Louisiana
– -$222K -624 Closed
MAG
2083
M3 Advisory Group
Massachusetts
– -$222K -623 Closed
VCP
2084
Verus Capital Partners
Arizona
– -$220K -618 Closed
GCM
2085
Gibraltar Capital Management
Oklahoma
– -$220K -617 Closed
JCM
2086
Jacobsen Capital Management
Utah
– -$220K -617 Closed
EWM
2087
Evercore Wealth Management
New York
– -$219K -616 Closed
AWA
2088
Asempa Wealth Advisors
Louisiana
– -$221K -615 Closed
BI
2089
Beckerman Institutional
New Jersey
– -$219K -615 Closed
TCM
2090
Towercrest Capital Management
Pennsylvania
– -$218K -611 Closed
DDPIC
2091
Deroy & Devereaux Private Investment Counsel
Michigan
– -$217K -610 Closed
VAF
2092
Values Added Financial
District of Columbia
– -$217K -608 Closed
OPCM
2093
Osborne Partners Capital Management
California
– -$216K -607 Closed
GKWIM
2094
Gerber Kawasaki Wealth & Investment Management
California
– -$216K -606 Closed
RWMH
2095
Riverpoint Wealth Management Holdings
Illinois
– -$215K -604 Closed
CIG
2096
Cullen Investment Group
Louisiana
– -$214K -601 Closed
VC
2097
Vicus Capital
Pennsylvania
– -$214K -601 Closed
AA
2098
Altrafin AG
– -$214K -600 Closed
NPCM
2099
New Paradigm Capital Management
Virginia
– -$214K -600 Closed
YWS
2100
Yarger Wealth Strategies
Ohio
– -$214K -600 Closed
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84
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