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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1926
J.M. Forbes & Co
Massachusetts
– -$129K -2,316 Closed
DA
1927
Detalus Advisors
Missouri
– -$129K -2,315 Closed
WA
1928
Wealth Alliance
New York
– -$122K -2,192 Closed
APW
1929
Aurora Private Wealth
New Jersey
– -$121K -2,172 Closed
SIC
1930
Samalin Investment Counsel
New York
– -$120K -2,158 Closed
NME
1931
Notis-McConarty Edward
– -$119K -2,137 Closed
MSWMA
1932
Market Street Wealth Management Advisors
Indiana
– -$118K -2,130 Closed
F
1933
F3Logic
Minnesota
– -$118K -2,128 Closed
BW
1934
Bison Wealth
Georgia
– -$117K -2,107 Closed
ZIM
1935
Zacks Investment Management
Illinois
– -$115K -2,059 Closed
PHS
1936
Pekin Hardy Strauss
Illinois
– -$112K -2,014 Closed
RWM
1937
Ritholtz Wealth Management
New York
– -$112K -2,007 Closed
MWA
1938
Meridian Wealth Advisors
Texas
– -$111K -1,989 Closed
ONST
1939
Old North State Trust
North Carolina
– -$107K -1,919 Closed
LPIC
1940
LeJeune Puetz Investment Counsel
Michigan
– -$105K -1,880 Closed
TA
1941
TFG Advisers
Michigan
– -$92K -1,658 Closed
APC
1942
Aspire Private Capital
North Carolina
– -$88K -1,587 Closed
HWM
1943
Howard Wealth Management
Connecticut
– -$78K -1,411 Closed
FWC
1944
First Washington Corp
Washington
– -$73K -1,304 Closed
PWP
1945
Personal Wealth Partners
Minnesota
– -$71K -1,273 Closed
AA
1946
Argent Advisors
Louisiana
– -$69K -1,205 Closed
JFA
1947
Johanson Financial Advisors
California
– -$59.9K -1,076 Closed
AWA
1948
Artemis Wealth Advisors
New York
– -$48.5K -872 Closed
EIM
1949
Essex Investment Management
Massachusetts
– -$38K -686 Closed
M
1950
Mirova
France
– -$37K -658 Closed
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