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Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
2026
Hill Island Financial
Michigan
– -$238K -6,350 Closed
JDR
2027
Jay D. Rosenbaum
– -$236K -6,310 Closed
LF
2028
LifeSteps Financial
California
– -$236K -6,290 Closed
MWA
2029
Meridian Wealth Advisors
Texas
– -$235K -6,280 Closed
SIM
2030
SSI Investment Management
California
– -$235K -6,280 Closed
DLA
2031
Douglas Lane & Associates
New York
– -$235K -6,270 Closed
NFG
2032
Northeast Financial Group
Pennsylvania
– -$234K -6,260 Closed
BA
2033
Ballast Advisors
Minnesota
– -$234K -6,240 Closed
FH
2034
FWG Holdings
Florida
– -$234K -6,240 Closed
AWA
2035
Alaska Wealth Advisors
Alaska
– -$233K -6,230 Closed
BST
2036
Bath Savings Trust
Maine
– -$232K -6,200 Closed
BMC
2037
Benin Management Corp
Connecticut
– -$232K -6,200 Closed
BBA
2038
BLB&B Advisors
Pennsylvania
– -$232K -6,200 Closed
HI
2039
Harper Investing
California
– -$232K -6,200 Closed
AF
2040
Apexium Financial
Texas
– -$363K -6,190 Closed
BWM
2041
BCS Wealth Management
Tennessee
– -$232K -6,190 Closed
AA
2042
Advisory Alpha
Michigan
– -$231K -6,180 Closed
RGC
2043
Roberts, Glore & Co
Illinois
– -$231K -6,170 Closed
SAM
2044
Simplify Asset Management
Nevada
– -$231K -6,170 Closed
ST
2045
Spinnaker Trust
Maine
– -$230K -6,130 Closed
SCM
2046
Stonebridge Capital Management
California
– -$228K -6,100 Closed
TFA
2047
Tobias Financial Advisors
Florida
– -$228K -6,090 Closed
VLKIM
2048
Van Lanschot Kempen Investment Management
Netherlands
– -$228K -6,080 Closed
RCA
2049
Resonant Capital Advisors
Wisconsin
– -$225K -6,030 Closed
TFA
2050
Tranquilli Financial Advisor
New Jersey
– -$226K -6,020 Closed
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