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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2726
Exeter Financial
Arizona
– -$279K -4,520 Closed
SW
2727
Signify Wealth
Missouri
– -$247K -4,060 Closed
TH
2728
Team Hewins
California
– -$245K -4,040 Closed
WMR
2729
Wealth Management Resources
Rhode Island
– -$244K -4,020 Closed
BW
2730
BIP Wealth
Georgia
– -$231K -3,800 Closed
PRS
2731
Pinkerton Retirement Specialists
Idaho
– -$231K -3,800 Closed
VCM
2732
Viewpoint Capital Management
Washington
– -$208K -3,800 Closed
ACM
2733
Ategra Capital Management
Virginia
– -$225K -3,700 Closed
VDI
2734
Vaughan David Investments
Illinois
– -$221K -3,640 Closed
CD
2735
Chapin Davis
Maryland
– -$216K -3,560 Closed
SCM
2736
Stonebridge Capital Management
California
– -$216K -3,550 Closed
GWM
2737
Gitterman Wealth Management
New Jersey
– -$215K -3,540 Closed
SCG
2738
Sonata Capital Group
Washington
– -$214K -3,530 Closed
DA
2739
Dash Acquisitions
California
– -$214K -3,480 Closed
TT
2740
TI-Trust
Illinois
– -$211K -3,470 Closed
SC
2741
Scholtz & Company
Connecticut
– -$206K -3,400 Closed
EWM
2742
Elevatus Welath Management
New York
– -$200K -3,300 Closed
GCM
2743
Goldstream Capital Management
Hong Kong
– -$200K -3,300 Closed
TC
2744
Truvestments Capital
Florida
– -$200K -3,300 Closed
LF
2745
LifeSteps Financial
California
– -$159K -2,610 Closed
NCTC
2746
New Covenant Trust Company
Indiana
– -$154K -2,530 Closed
FFWA
2747
FRG Family Wealth Advisors
Washington
– -$132K -2,400 Closed
VL
2748
Vima LLC
Michigan
– -$72.2K -2,090 Closed
CC
2749
Centiva Capital
New York
– -$83.7K -1,340 Closed
CWAF
2750
Core Wealth Advisors (Florida)
Florida
– -$70.5K -1,160 Closed
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