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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2451
Gilbert & Cook
Iowa
– -$201K -1,514 Closed
SICM
2452
Sustainable Insight Capital Management
New York
– -$200K -1,509 Closed
AWAG
2453
ARS Wealth Advisors Group
Florida
– -$200K -1,508 Closed
TIM
2454
Total Investment Management
Arizona
– -$200K -1,508 Closed
APWA
2455
Atlas Private Wealth Advisors
New Jersey
– -$181K -1,360 Closed
NICM
2456
Neo Ivy Capital Management
New York
– -$131K -1,135 Closed
MG
2457
MilWealth Group
Wisconsin
– -$73.8K -555 Closed
AL
2458
ADE LLC
Maryland
– -$69K -523 Closed
BMD
2459
Better Money Decisions
New Mexico
– -$56K -424 Closed
HIM
2460
Hillsdale Investment Management
Ontario, Canada
– -$54K -408 Closed
CCM
2461
Carderock Capital Management
Maryland
– -$53K -400 Closed
CPC
2462
Consolidated Planning Corp
Georgia
– -$50K -376 Closed
RA
2463
Resolute Advisors
California
– -$27K -202 Closed
RTL
2464
Red Tortoise LLC
Georgia
– -$23K -199 Closed
HFM
2465
Harvest Fund Management
China
– -$16K -121 Closed
MAWCM
2466
Mine & Arao Wealth Creation & Management
California
– -$7K -52 Closed
MFM
2467
MD Financial Management
Ontario, Canada
– -$7K -50 Closed
CDIA
2468
Capital Directions Investment Advisors
Georgia
– -$4K -31 Closed
BHWM
2469
Bay Harbor Wealth Management
Maryland
– -$2K -14 Closed
BCM
2470
Bourgeon Capital Management
Connecticut
– +$251 +2 New
CFRPA
2471
Castle Financial & Retirement Planning Associates
New Jersey
– +$376 +3 New
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