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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
5226
Sage Investment Advisers
New York
– -$315K -477 Closed
ANHIM
5227
Alan N. Hoffman Investment Management
Massachusetts
– -$313K -474 Closed
SG
5228
Sherry Group
Arkansas
– -$316K -474 Closed
CWA
5229
Continuum Wealth Advisors
New York
– -$302K -457 Closed
PC
5230
Port Capital
Illinois
– -$302K -457 Closed
ITC
5231
Inspire Trust Company
Nevada
– -$298K -451 Closed
SCM
5232
Stonehearth Capital Management
Massachusetts
– -$297K -450 Closed
RSA
5233
River Street Advisors
Illinois
– -$290K -439 Closed
1GI
5234
180 GPS Investments
– -$311K -436 Closed
CP
5235
Capital Planning
Washington
– -$284K -436 Closed
FFWA
5236
Forthright Family Wealth Advisory
Texas
– -$281K -426 Closed
SSW
5237
Stone Summit Wealth
Florida
– -$276K -418 Closed
KC
5238
Kinloch Capital
Virginia
– -$275K -416 Closed
SAM
5239
Smithbridge Asset Management
Pennsylvania
– -$267K -404 Closed
BWS
5240
BCR Wealth Strategies
Alabama
– -$266K -403 Closed
IPW
5241
IronBridge Private Wealth
Texas
– -$265K -401 Closed
NJBEST
5242
New Jersey Better Educational Savings Trust
New Jersey
– -$253K -383 Closed
CG
5243
Corundum Group
Colorado
– -$250K -379 Closed
SCA
5244
Sulzberger Capital Advisors
Florida
– -$247K -374 Closed
AMG
5245
Advisors Management Group
Wisconsin
– -$240K -363 Closed
HNH
5246
Hopwood Nicholas Hunter
– -$239K -363 Closed
PD
5247
Planning Directions
Pennsylvania
– -$239K -362 Closed
KPPF
5248
Klein Pavlis & Peasley Financial
California
– -$238K -361 Closed
BCM
5249
Bluefin Capital Management
New York
– -$236K -358 Closed
JTF
5250
J. Team Financial
Texas
– -$234K -355 Closed
208 209
210
211 212