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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
3026
Ridgecrest Wealth Partners
California
– -$244K -1,798 Closed
BCM
3027
Buckhead Capital Management
Georgia
– -$242K -1,784 Closed
CAM
3028
Congress Asset Management
Massachusetts
– -$242K -1,783 Closed
BEW
3029
Burton Enright Welch
California
– -$242K -1,782 Closed
CSI
3030
Cross Staff Investments
New York
– -$237K -1,750 Closed
PG
3031
Prostatis Group
Maryland
– -$237K -1,747 Closed
FPCP
3032
Fort Point Capital Partners
California
– -$237K -1,746 Closed
UL
3033
Unionview LLC
Washington
– -$237K -1,745 Closed
FFA
3034
Fragasso Financial Advisors
Pennsylvania
– -$236K -1,736 Closed
FNC
3035
First National Corp
Massachusetts
– -$235K -1,731 Closed
TA
3036
TFG Advisers
Michigan
– -$234K -1,726 Closed
TIA
3037
Tiemann Investment Advisors
California
– -$232K -1,713 Closed
GWA
3038
Geometric Wealth Advisors
District of Columbia
– -$231K -1,700 Closed
ICM
3039
Ionic Capital Management
New York
– -$231K -1,700 Closed
MWA
3040
Motive Wealth Advisors
Michigan
– -$231K -1,699 Closed
BCP
3041
Berkeley Capital Partners
Georgia
– -$230K -1,697 Closed
RIM
3042
Rockbridge Investment Management
New York
– -$229K -1,691 Closed
SL
3043
Salomon & Ludwin
Virginia
– -$229K -1,691 Closed
BDF
3044
Black Diamond Financial
Maryland
– -$227K -1,670 Closed
KCM
3045
Karp Capital Management
California
– -$226K -1,664 Closed
MMM
3046
Mendel Money Management
Illinois
– -$226K -1,663 Closed
MAM
3047
Madison Asset Management
Wisconsin
– -$225K -1,661 Closed
BA
3048
Ballast Advisors
Minnesota
– -$225K -1,656 Closed
SCM
3049
Sitrin Capital Management
California
– -$224K -1,651 Closed
BB
3050
Bell Bank
North Dakota
– -$223K -1,643 Closed
120 121
122
123 124