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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1926
Vishria Bird Financial Group
Tennessee
– -$308K -8,230 Closed
SA
1927
SFI Advisors
New Jersey
– -$307K -8,220 Closed
MAM
1928
Morse Asset Management
Connecticut
– -$306K -8,160 Closed
VWM
1929
Vigilare Wealth Management
Arizona
– -$305K -8,150 Closed
BOS
1930
Bank of Stockton
California
– -$305K -8,140 Closed
EWM
1931
Executive Wealth Management
Michigan
– -$304K -8,140 Closed
FWM
1932
Finer Wealth Management
Massachusetts
– -$305K -8,130 Closed
GCA
1933
Gradient Capital Advisors
California
– -$304K -8,120 Closed
TCM
1934
Tanaka Capital Management
New York
– -$302K -8,050 Closed
IF
1935
Intrua Financial
Texas
– -$299K -7,990 Closed
RBFC
1936
Roman Butler Fullerton & Co
Missouri
– -$299K -7,970 Closed
FCM
1937
Fourpath Capital Management
Oklahoma
– -$298K -7,950 Closed
PMG
1938
ProVise Management Group
Florida
– -$297K -7,940 Closed
SW
1939
Solidarity Wealth
Utah
– -$276K -7,930 Closed
FC
1940
Fusion Capital
South Carolina
– -$297K -7,920 Closed
RIM
1941
Regent Investment Management
Kentucky
– -$294K -7,850 Closed
GWM
1942
GSB Wealth Management
Connecticut
– -$294K -7,840 Closed
PL
1943
Plancorp LLC
Missouri
– -$294K -7,840 Closed
AWM
1944
Angeles Wealth Management
California
– -$293K -7,810 Closed
PMA
1945
Prudent Man Advisors
Illinois
– -$293K -7,810 Closed
TCM
1946
TD Capital Management
Tennessee
– -$291K -7,780 Closed
KP
1947
Keel Point
Alabama
– -$290K -7,740 Closed
WP
1948
WMS Partners
Maryland
– -$290K -7,740 Closed
CCA
1949
Cobblestone Capital Advisors
New York
– -$290K -7,730 Closed
GAMC
1950
Garner Asset Management Corp
Texas
– -$287K -7,660 Closed
76 77
78
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