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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1926
Fi3 Financial Advisors
Indiana
– -$211K -498 Closed
RIA
1927
Realta Investment Advisors
Delaware
– -$230K -496 Closed
CWM
1928
Circle Wealth Management
New Jersey
– -$229K -493 Closed
NJBEST
1929
New Jersey Better Educational Savings Trust
New Jersey
– -$228K -490 Closed
TNA
1930
True North Advisors
Texas
– -$224K -483 Closed
MFWP
1931
Mosaic Family Wealth Partners
Missouri
– -$221K -476 Closed
LWM
1932
Laidlaw Wealth Management
New York
– -$221K -475 Closed
ACGA
1933
Atlanta Consulting Group Advisors
Georgia
– -$215K -463 Closed
PSFG
1934
Prairie Sky Financial Group
Illinois
– -$210K -453 Closed
SCP
1935
Shorepoint Capital Partners
Massachusetts
– -$209K -451 Closed
BBW
1936
Blue Barn Wealth
Utah
– -$209K -450 Closed
DAM
1937
Doheny Asset Management
California
– -$209K -450 Closed
LPAM
1938
Lodestar Private Asset Management
California
– -$209K -450 Closed
SFC
1939
Sprinkle Financial Consultants
Colorado
– -$209K -450 Closed
WAM
1940
WNY Asset Management
New York
– -$206K -443 Closed
KIG
1941
Kowal Investment Group
Wisconsin
– -$204K -439 Closed
BCM
1942
Boltwood Capital Management
California
– -$203K -438 Closed
SRC
1943
Sage Rhino Capital
California
– -$203K -438 Closed
FWA
1944
FSM Wealth Advisors
Ohio
– -$203K -437 Closed
SHF
1945
Stage Harbor Financial
Massachusetts
– -$203K -437 Closed
CA
1946
Carson Advisory
Georgia
– -$202K -436 Closed
FA
1947
Fiduciary Alliance
South Carolina
– -$201K -433 Closed
LWM
1948
LongView Wealth Management
Georgia
– -$200K -431 Closed
NIC
1949
Northwest Investment Counselors
Oregon
– -$143K -307 Closed
FIM
1950
Fernwood Investment Management
Massachusetts
– -$116K -250 Closed
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