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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
2726
Polaris Wealth Advisory Group
California
– -$229K -637 Closed
UWM
2727
USAdvisors Wealth Management
Minnesota
– -$226K -628 Closed
RI
2728
Ridgewood Investments
New Jersey
– -$221K -615 Closed
G
2729
GenTrust
Florida
– -$240K -612 Closed
CPC
2730
Congress Park Capital
New York
– -$219K -609 Closed
HIS
2731
Harvest Investment Services
Illinois
– -$219K -609 Closed
PIMG
2732
Patriot Investment Management Group
Tennessee
– -$217K -605 Closed
TT
2733
TI-Trust
Illinois
– -$212K -590 Closed
PWP
2734
Perfromance Wealth Partners
Illinois
– -$210K -584 Closed
DCM
2735
Deuterium Capital Management
Florida
– -$208K -580 Closed
CCP
2736
Carmel Capital Partners
California
– -$208K -579 Closed
SHGA
2737
Sand Hill Global Advisors
California
– -$208K -579 Closed
RFM
2738
Royal Fund Management
Florida
– -$207K -577 Closed
VDI
2739
Vaughan David Investments
Illinois
– -$207K -575 Closed
BHBT
2740
Burke & Herbert Bank & Trust
Virginia
– -$204K -568 Closed
MVA
2741
Mount Vernon Associates
Maryland
– -$203K -565 Closed
OBWG
2742
Onyx Bridge Wealth Group
New York
– -$209K -564 Closed
RHBC
2743
R.H. Bluestein & Co
Michigan
– -$201K -560 Closed
HFP
2744
Holistic Financial Partners
Indiana
– -$201K -558 Closed
BIM
2745
Bullseye Investment Management
Ohio
– -$200K -556 Closed
EPM
2746
Equitec Proprietary Markets
Illinois
– -$180K -500 Closed
SFM
2747
Signet Financial Management
New Jersey
– -$179K -497 Closed
APP
2748
Alpha Paradigm Partners
Illinois
– -$162K -451 Closed
AJ
2749
Ashburton (Jersey)
Jersey
– -$160K -445 Closed
GGI
2750
Godsey & Gibb Inc
Virginia
– -$123K -343 Closed
108 109
110
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