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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1876
Embree Financial Group
Illinois
– -$242K -2,049 Closed
APW
1877
Aurora Private Wealth
New Jersey
– -$252K -2,029 Closed
AWC
1878
Abundance Wealth Counselors
Pennsylvania
– -$236K -2,000 Closed
HFP
1879
Holistic Financial Partners
Indiana
– -$236K -2,000 Closed
Q
1880
QVR
California
– -$232K -1,971 Closed
SIG
1881
Spinnaker Investment Group
California
– -$228K -1,935 Closed
CGF
1882
Constant Guidance Financial
Massachusetts
– -$234K -1,875 Closed
HIMC
1883
Heritage Investors Management Corp
Maryland
– -$220K -1,865 Closed
PCG
1884
Prosperity Consulting Group
Maryland
– -$213K -1,807 Closed
CVA
1885
Central Valley Advisors
California
– -$207K -1,757 Closed
HA
1886
Homestead Advisers
Virginia
– -$205K -1,736 Closed
VCM
1887
Virtue Capital Management
Tennessee
– -$213K -1,725 Closed
PAM
1888
Palisade Asset Management
Minnesota
– -$160K -1,360 Closed
MAWCM
1889
Mine & Arao Wealth Creation & Management
California
– -$130K -1,100 Closed
NCTC
1890
New Covenant Trust Company
Indiana
– -$59.1K -501 Closed
SC
1891
Shay Capital
New York
– -$58.9K -500 Closed
CBT
1892
CoreFirst Bank & Trust
Kansas
– -$19.8K -168 Closed
CTWM
1893
Cherry Tree Wealth Management
Minnesota
– -$17.3K -147 Closed
SWM
1894
Sugarloaf Wealth Management
Georgia
– -$11.8K -100 Closed
FFWA
1895
FRG Family Wealth Advisors
Washington
– -$10.2K -90 Closed
CWAF
1896
Core Wealth Advisors (Florida)
Florida
– -$7.07K -60 Closed
JFA
1897
JNBA Financial Advisors
Minnesota
– -$5.9K -50 Closed
GA
1898
GoalVest Advisory
New York
– -$3.89K -33 Closed
AS
1899
AM Squared
Hong Kong
– -$3.42K -29 Closed
DFC
1900
DB Fitzpatrick & Co
Idaho
– -$589 -5 Closed
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