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Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
1951
Garner Asset Management Corp
Texas
– -$287K -7,660 Closed
ML
1952
Mayport LLC
Massachusetts
– -$287K -7,660 Closed
SWIM
1953
Smallwood Wealth Investment Management
New Jersey
– -$287K -7,660 Closed
EA
1954
Emerald Advisors
Washington
– -$287K -7,650 Closed
TFS
1955
Thoroughbred Financial Services
Tennessee
– -$283K -7,580 Closed
NCM
1956
Next Capital Management
New York
– -$284K -7,570 Closed
PWM
1957
Purus Wealth Management
California
– -$284K -7,570 Closed
APA
1958
Astoria Portfolio Advisors
New York
– -$283K -7,550 Closed
SIA
1959
Soltis Investment Advisors
Utah
– -$282K -7,540 Closed
RIA
1960
Regal Investment Advisors
Michigan
– -$282K -7,530 Closed
PA
1961
Parkside Advisors
California
– -$282K -7,520 Closed
DP
1962
DDD Partners
Washington
– -$281K -7,510 Closed
ASGS
1963
Alpha Square Group S
New York
– -$281K -7,500 Closed
GWM
1964
Gitterman Wealth Management
New Jersey
– -$281K -7,500 Closed
MLFP
1965
MPS Loria Financial Planners
Illinois
– -$280K -7,500 Closed
RBCM
1966
Raub Brock Capital Management
California
– -$281K -7,490 Closed
LAM
1967
L2 Asset Management
Massachusetts
– -$280K -7,470 Closed
F4L
1968
Fortune 45 LLC
Louisiana
– -$279K -7,460 Closed
RS
1969
Retirement Solution
Washington
– -$279K -7,460 Closed
KA
1970
Klingman & Associates
New York
– -$279K -7,430 Closed
PA
1971
Paragon Advisors
Texas
– -$278K -7,410 Closed
TCM
1972
Tufton Capital Management
Maryland
– -$276K -7,390 Closed
MSAM
1973
Moloney Securities Asset Management
Missouri
– -$276K -7,370 Closed
TI
1974
Truepoint Inc
Ohio
– -$276K -7,370 Closed
BO
1975
BRR OpCo
Ohio
– -$275K -7,340 Closed
77 78
79
80 81