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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2801
Secure Asset Management
Michigan
– -$206K -3,213 Closed
GPWA
2802
Great Point Wealth Advisors
Massachusetts
– -$205K -3,210 Closed
BA
2803
Birinyi Associates
Connecticut
– -$205K -3,200 Closed
FSC
2804
Full Sail Capital
Oklahoma
– -$210K -3,200 Closed
FSWA
2805
Financial Synergies Wealth Advisors
Texas
– -$204K -3,195 Closed
CAM
2806
Crestone Asset Management
Colorado
– -$204K -3,182 Closed
HIC
2807
Hartline Investment Corp
Illinois
– -$203K -3,174 Closed
MAP
2808
Milestone Advisory Partners
North Carolina
– -$202K -3,159 Closed
VC
2809
Veery Capital
Delaware
– -$202K -3,159 Closed
RWA
2810
RGT Wealth Advisors
Texas
– -$202K -3,152 Closed
CAM
2811
Concorde Asset Management
Michigan
– -$201K -3,144 Closed
MWP
2812
Meridian Wealth Partners
Pennsylvania
– -$196K -3,069 Closed
RWM
2813
RBA Wealth Management
California
– -$195K -3,044 Closed
APWM
2814
Atlas Private Wealth Management
New York
– -$158K -2,463 Closed
SLF
2815
Sun Life Financial
Ontario, Canada
– -$152K -2,381 Closed
AJ
2816
Ashburton (Jersey)
Jersey
– -$119K -1,862 Closed
BAMG
2817
Brand Asset Management Group
Missouri
– -$84K -1,309 Closed
SFA
2818
Semmax Financial Advisors
North Carolina
– -$83K -1,297 Closed
SWP
2819
ShoreHaven Wealth Partners
New Jersey
– -$65K -1,009 Closed
WFA
2820
West Financial Advisors
Iowa
– -$64K -1,000 Closed
AI
2821
ArchPoint Investors
Florida
– -$49K -770 Closed
GAM
2822
Grandview Asset Management
Pennsylvania
– -$49K -760 Closed
SSWG
2823
Seven Springs Wealth Group
Tennessee
– -$46K -718 Closed
WCM
2824
Wealthcare Capital Management
Virginia
– -$21K -335 Closed
SFPG
2825
Stonebridge Financial Planning Group
Florida
– -$13K -200 Closed
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