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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1926
SageGuard Financial Group
Tennessee
– -$341K -5,212 Closed
DIP
1927
DT Investment Partners
Pennsylvania
– -$335K -5,126 Closed
BAIA
1928
Bel Air Investment Advisors
California
– -$334K -5,101 Closed
AC
1929
Apella Capital
Connecticut
– -$321K -4,910 Closed
RPWA
1930
Regent Peak Wealth Advisors
Georgia
– -$309K -4,729 Closed
SMC
1931
Smith, Moore & Co
Missouri
– -$304K -4,642 Closed
GWS
1932
Glassman Wealth Services
Virginia
– -$297K -4,532 Closed
NCM
1933
Noesis Capital Mangement
Florida
– -$289K -4,414 Closed
AGA
1934
Accuvest Global Advisors
Utah
– -$269K -4,116 Closed
EP
1935
Edgestream Partners
New Jersey
– -$266K -4,069 Closed
AWA
1936
Acorn Wealth Advisors
Michigan
– -$263K -4,019 Closed
NEPPG
1937
New England Professional Planning Group
Rhode Island
– -$266K -4,018 Closed
JWBC
1938
John W. Bristol & Co
New York
– -$263K -4,013 Closed
BA
1939
Bridgewater Advisors
New York
– -$248K -3,882 Closed
O
1940
Ossiam
France
– -$253K -3,868 Closed
LWANC
1941
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$246K -3,763 Closed
OMC
1942
Overbrook Management Corp
New York
– -$246K -3,756 Closed
WIA
1943
World Investment Advisors
California
– -$242K -3,736 Closed
CA
1944
Cornerstone Advisory
Maryland
– -$227K -3,473 Closed
LSAG
1945
Lake Street Advisors Group
New Hampshire
– -$223K -3,405 Closed
CCT
1946
Capital City Trust
Florida
– -$223K -3,403 Closed
SIGI
1947
Susquehanna International Group (Ireland)
Ireland
– -$219K -3,346 Closed
PWM
1948
Prentice Wealth Management
New York
– -$215K -3,280 Closed
SDAM
1949
Shulman DeMeo Asset Management
New York
– -$210K -3,208 Closed
DA
1950
DCM Advisors
New York
– -$209K -3,190 Closed
76 77
78
79 80