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Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
1951
Retirement Capital Strategies
California
– -$274K -5,760 Closed
PP
1952
PDS Planning
Ohio
– -$282K -5,630 Closed
MS
1953
Madden Securities
Texas
– -$273K -5,460 Closed
CAM
1954
Concorde Asset Management
Michigan
– -$270K -5,390 Closed
IP
1955
Intellectus Partners
California
– -$265K -5,300 Closed
TNBTD
1956
Trustmark National Bank Trust Department
Mississippi
– -$265K -5,300 Closed
CSM
1957
CAMG Solamere Management
North Carolina
– -$264K -5,270 Closed
PC
1958
Permanens Capital
New York
– -$260K -5,200 Closed
TP
1959
Truvvo Partners
New York
– -$243K -4,840 Closed
COF
1960
Capital One Financial
Virginia
– -$241K -4,820 Closed
UC
1961
Unio Capital
New Jersey
– -$239K -4,500 Closed
HC
1962
Hendley & Co
Ohio
– -$220K -4,400 Closed
HFP
1963
Holistic Financial Partners
Indiana
– -$222K -4,400 Closed
CWG
1964
Cornerstone Wealth Group
North Carolina
– -$214K -4,270 Closed
VFP
1965
Verus Financial Partners
Virginia
– -$210K -4,190 Closed
AW
1966
Alpha Windward
Massachusetts
– -$208K -4,150 Closed
TC
1967
Tatro Capital
Kentucky
– -$208K -4,150 Closed
WHG
1968
Westwood Holdings Group
Texas
– -$203K -4,060 Closed
FPC
1969
Falcon Point Capital
California
– -$203K -4,050 Closed
GBBWRPM
1970
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$202K -4,040 Closed
NWM
1971
Northwest Wealth Management
Iowa
– -$200K -4,000 Closed
PWM
1972
PBMares Wealth Management
Virginia
– -$200K -4,000 Closed
AA
1973
Advisory Alpha
Michigan
– -$176K -3,290 Closed
WCG
1974
Weaver Consulting Group
California
– -$164K -3,280 Closed
BBL
1975
Beck Bode LLC
Massachusetts
– -$122K -2,440 Closed
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