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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1801
Manchester Capital Management
Vermont
– -$133K -6,000 -100%
RIM
1802
Rockbridge Investment Management
New York
– -$91.3K -5,220 Closed
CWM
1803
Curi Wealth Management
North Carolina
– -$89K -5,110 Closed
AIM
1804
ARK Investment Management
Florida
– -$91K -4,610 Closed
CWP
1805
Concord Wealth Partners
Virginia
– -$58K -3,290 Closed
SC
1806
Seldon Capital
California
– -$56K -3,220 Closed
JPLA
1807
Joseph P. Lucia & Associates
New York
– -$53K -3,040 Closed
PWM
1808
Prentice Wealth Management
New York
– -$50K -2,880 Closed
AIP
1809
Ahrens Investment Partners
Louisiana
– -$47K -2,660 Closed
COCM
1810
Charter Oak Capital Management
New Hampshire
– -$45K -2,580 Closed
SIMG
1811
Stephens Investment Management Group
Texas
– -$45K -2,580 Closed
SWM
1812
Scissortail Wealth Management
Oklahoma
– -$143K -2,370 Closed
SFG
1813
Steward Financial Group
Texas
– -$28K -1,640 Closed
LC
1814
Legacy CG
Texas
– -$28K -1,600 Closed
NICM
1815
Neo Ivy Capital Management
New York
– -$23K -1,360 Closed
TF
1816
Tompkins Financial
New York
– -$18K -1,050 Closed
RP
1817
Repertoire Partners
New York
– -$17K -1,000 Closed
MWM
1818
Mascoma Wealth Management
New Hampshire
– -$16K -900 Closed
BFG
1819
Baron Financial Group
New Jersey
– -$14.5K -830 Closed
GLLW
1820
Graves Light Lenhart Wealth
Virginia
– -$9K -500 Closed
GKIM
1821
GW&K Investment Management
Massachusetts
– -$9K -490 Closed
JFA
1822
JNBA Financial Advisors
Minnesota
– -$7K -400 Closed
SAM
1823
Strategic Asset Management
Minnesota
– -$6K -370 Closed
SOW
1824
State of Wyoming
Wyoming
– -$5K -290 Closed
WOSD
1825
WFA of San Diego
California
– -$5K -270 Closed
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