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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2801
Pointe Capital Management
Michigan
– -$206K -3,216 Closed
SAM
2802
Secure Asset Management
Michigan
– -$206K -3,213 Closed
GPWA
2803
Great Point Wealth Advisors
Massachusetts
– -$205K -3,210 Closed
BA
2804
Birinyi Associates
Connecticut
– -$205K -3,200 Closed
FSC
2805
Full Sail Capital
Oklahoma
– -$210K -3,200 Closed
FSWA
2806
Financial Synergies Wealth Advisors
Texas
– -$204K -3,195 Closed
CAM
2807
Crestone Asset Management
Colorado
– -$204K -3,182 Closed
HIC
2808
Hartline Investment Corp
Illinois
– -$203K -3,174 Closed
MAP
2809
Milestone Advisory Partners
North Carolina
– -$202K -3,159 Closed
VC
2810
Veery Capital
Delaware
– -$202K -3,159 Closed
RWA
2811
RGT Wealth Advisors
Texas
– -$202K -3,152 Closed
CAM
2812
Concorde Asset Management
Michigan
– -$201K -3,144 Closed
MWP
2813
Meridian Wealth Partners
Pennsylvania
– -$196K -3,069 Closed
RWM
2814
RBA Wealth Management
California
– -$195K -3,044 Closed
APWM
2815
Atlas Private Wealth Management
New York
– -$158K -2,463 Closed
SLF
2816
Sun Life Financial
Ontario, Canada
– -$152K -2,381 Closed
AJ
2817
Ashburton (Jersey)
Jersey
– -$119K -1,862 Closed
BAMG
2818
Brand Asset Management Group
Missouri
– -$84K -1,309 Closed
SFA
2819
Semmax Financial Advisors
North Carolina
– -$83K -1,297 Closed
SWP
2820
ShoreHaven Wealth Partners
New Jersey
– -$65K -1,009 Closed
WFA
2821
West Financial Advisors
Iowa
– -$64K -1,000 Closed
AI
2822
ArchPoint Investors
Florida
– -$49K -770 Closed
GAM
2823
Grandview Asset Management
Pennsylvania
– -$49K -760 Closed
SSWG
2824
Seven Springs Wealth Group
Tennessee
– -$46K -718 Closed
WCM
2825
Wealthcare Capital Management
Virginia
– -$21K -335 Closed
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