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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3576
SilverOak Wealth Management
Minnesota
– -$305K -2,280 Closed
CWM
3577
Challenger Wealth Management
California
– -$303K -2,260 Closed
BCG
3578
BayBridge Capital Group
California
– -$300K -2,240 Closed
DP
3579
Divergent Planning
Maryland
– -$290K -2,240 Closed
GWM
3580
Gitterman Wealth Management
New Jersey
– -$299K -2,230 Closed
G
3581
GenTrust
Florida
– -$287K -2,140 Closed
BAM
3582
Berkshire Asset Management
Pennsylvania
– -$284K -2,120 Closed
DWA
3583
Delap Wealth Advisory
Oregon
– -$268K -2,000 Closed
PIM
3584
Parker Investment Management
California
– -$268K -2,000 Closed
WTG
3585
West Tower Group
Virginia
– -$268K -2,000 Closed
PWM
3586
Penobscot Wealth Management
Maine
– -$266K -1,990 Closed
PFM
3587
Potomac Fund Management
Florida
– -$241K -1,930 Closed
PPWM
3588
Perissos Private Wealth Management
Oklahoma
– -$257K -1,920 Closed
TA
3589
Teramo Advisors
Florida
– -$257K -1,920 Closed
ODA
3590
One Degree Advisors
California
– -$253K -1,890 Closed
LWA
3591
LifeGoal Wealth Advisors
New York
– -$250K -1,870 Closed
SC
3592
Summa Corp
Texas
– -$249K -1,860 Closed
HA
3593
Hamel Associates
New Jersey
– -$237K -1,770 Closed
PAMG
3594
Patton Albertson Miller Group
Tennessee
– -$237K -1,770 Closed
SEP
3595
Southland Equity Partners
Missouri
– -$237K -1,770 Closed
HI
3596
Human Investing
Oregon
– -$236K -1,760 Closed
NRD
3597
Nebula Research & Development
New York
– -$232K -1,730 Closed
ACM
3598
Aspen Capital Management
Idaho
– -$230K -1,720 Closed
PSC
3599
Portman Square Capital
United Kingdom
– -$210K -1,720 Closed
TIA
3600
Trust Investment Advisors
Indiana
– -$228K -1,700 Closed
142 143
144
145 146