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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1926
Cedar Brook Financial Partners
Ohio
– -$250K -539 Closed
RFM
1927
Royal Fund Management
Florida
– -$236K -508 Closed
OTL
1928
Oak Thistle LLC
New York
– -$234K -503 Closed
FFA
1929
Fi3 Financial Advisors
Indiana
– -$211K -498 Closed
RIA
1930
Realta Investment Advisors
Delaware
– -$230K -496 Closed
CWM
1931
Circle Wealth Management
New Jersey
– -$229K -493 Closed
NJBEST
1932
New Jersey Better Educational Savings Trust
New Jersey
– -$228K -490 Closed
TNA
1933
True North Advisors
Texas
– -$224K -483 Closed
MFWP
1934
Mosaic Family Wealth Partners
Missouri
– -$221K -476 Closed
LWM
1935
Laidlaw Wealth Management
New York
– -$221K -475 Closed
ACGA
1936
Atlanta Consulting Group Advisors
Georgia
– -$215K -463 Closed
PSFG
1937
Prairie Sky Financial Group
Illinois
– -$210K -453 Closed
SCP
1938
Shorepoint Capital Partners
Massachusetts
– -$209K -451 Closed
BBW
1939
Blue Barn Wealth
Utah
– -$209K -450 Closed
DAM
1940
Doheny Asset Management
California
– -$209K -450 Closed
LPAM
1941
Lodestar Private Asset Management
California
– -$209K -450 Closed
SFC
1942
Sprinkle Financial Consultants
Colorado
– -$209K -450 Closed
WAM
1943
WNY Asset Management
New York
– -$206K -443 Closed
KIG
1944
Kowal Investment Group
Wisconsin
– -$204K -439 Closed
BCM
1945
Boltwood Capital Management
California
– -$203K -438 Closed
SRC
1946
Sage Rhino Capital
California
– -$203K -438 Closed
FWA
1947
FSM Wealth Advisors
Ohio
– -$203K -437 Closed
SHF
1948
Stage Harbor Financial
Massachusetts
– -$203K -437 Closed
CA
1949
Carson Advisory
Georgia
– -$202K -436 Closed
FA
1950
Fiduciary Alliance
South Carolina
– -$201K -433 Closed
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