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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2551
Valley Wealth Managers
New Jersey
– -$204K -3,781 Closed
BFG
2552
Barber Financial Group
Kansas
– -$204K -3,778 Closed
RPA
2553
Rock Point Advisors
Vermont
– -$204K -3,770 Closed
PWP
2554
Personal Wealth Partners
Minnesota
– -$203K -3,756 Closed
DLG
2555
Daniel L. Goodwin
– -$203K -3,750 Closed
FC
2556
FCA Corp
Texas
– -$203K -3,743 Closed
LSC
2557
Lesa Sroufe & Co
Washington
– -$202K -3,737 Closed
AHB
2558
Abner Herrman & Brock
New Jersey
– -$201K -3,713 Closed
PD
2559
Planning Directions
Pennsylvania
– -$201K -3,705 Closed
PIA
2560
Powell Investment Advisors
Florida
– -$200K -3,670 Closed
WPC
2561
White Pine Capital
Minnesota
– -$200K -3,515 Closed
GAM
2562
GVO Asset Management
Switzerland
– -$135K -2,489 Closed
MA
2563
Modus Advisors
Minnesota
– -$120K -2,214 Closed
PA
2564
Perennial Advisors
New York
– -$115K -2,131 Closed
SAS
2565
Stelac Advisory Services
New York
– -$104K -1,913 Closed
BBL
2566
Beck Bode LLC
Massachusetts
– -$73K -1,358 Closed
FFG
2567
Ford Financial Group
California
– -$54K -1,006 Closed
TI
2568
tru Independence
Oregon
– -$54K -1,003 Closed
SL
2569
Savior LLC
Massachusetts
– -$45.4K -815 -100%
PSIWM
2570
Paradigm Strategies in Wealth Management
Minnesota
– -$30K -556 Closed
MFG
2571
Monumental Financial Group
Maryland
– -$27K -500 Closed
IP
2572
Isthmus Partners
Wisconsin
– -$22K -400 Closed
PC
2573
Permanens Capital
New York
– -$17K -307 Closed
LGWM
2574
Litman Gregory Wealth Management
California
– -$272K -272 Closed
FQ
2575
First Quadrant
California
– -$8K -154 Closed
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