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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1926
WealthShield Partners
North Carolina
– -$117K -1,738 Closed
BFA
1927
Brendel Financial Advisors
New Hampshire
– -$116K -1,725 Closed
CFO
1928
CVA Family Office
Colorado
– -$109K -1,623 Closed
GAM
1929
Gemmer Asset Management
California
– -$85K -1,261 Closed
FFG
1930
Ford Financial Group
California
– -$82K -1,236 Closed
FA
1931
Financial Avengers
California
– -$80K -1,200 Closed
SIS
1932
Sound Income Strategies
Florida
– -$75K -1,116 Closed
IBOK
1933
Independence Bank of Kentucky
Kentucky
– -$63K -943 Closed
BBL
1934
Beck Bode LLC
Massachusetts
– -$61K -906 Closed
SB
1935
Strategic Blueprint
Georgia
– -$56K -840 Closed
IP
1936
Isthmus Partners
Wisconsin
– -$54K -800 Closed
SQA
1937
Simon Quick Advisors
New Jersey
– -$52K -780 Closed
TC
1938
Trust Company
Kansas
– -$51K -767 Closed
ONST
1939
Old North State Trust
North Carolina
– -$49K -726 Closed
PA
1940
Perennial Advisors
New York
– -$41K -617 Closed
FI
1941
Financial Insights
Washington
– -$38.5K -573 Closed
MRCM
1942
M&R Capital Management
New Jersey
– -$29K -447 Closed
AL
1943
ADE LLC
Maryland
– -$21K -309 Closed
WIA
1944
Wealthstreet Investment Advisors
Texas
– -$13K -201 Closed
SC
1945
Steph & Co
Wisconsin
– -$12K -183 Closed
MIFH
1946
Migdal Insurance & Financial Holdings
Israel
– -$7K -110 Closed
KFP
1947
KB Financial Partners
New Jersey
– -$7K -102 Closed
SL
1948
Savior LLC
Massachusetts
– -$7K -100 Closed
EW
1949
Emerson Wealth
Michigan
– -$7K -99 Closed
SFO
1950
Standard Family Office
South Dakota
– -$5K -69 Closed
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