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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
2026
Jay D. Rosenbaum
– -$236K -6,310 Closed
LF
2027
LifeSteps Financial
California
– -$236K -6,290 Closed
MWA
2028
Meridian Wealth Advisors
Texas
– -$235K -6,280 Closed
SIM
2029
SSI Investment Management
California
– -$235K -6,280 Closed
DLA
2030
Douglas Lane & Associates
New York
– -$235K -6,270 Closed
NFG
2031
Northeast Financial Group
Pennsylvania
– -$234K -6,260 Closed
BA
2032
Ballast Advisors
Minnesota
– -$234K -6,240 Closed
FH
2033
FWG Holdings
Florida
– -$234K -6,240 Closed
AWA
2034
Alaska Wealth Advisors
Alaska
– -$233K -6,230 Closed
BST
2035
Bath Savings Trust
Maine
– -$232K -6,200 Closed
BMC
2036
Benin Management Corp
Connecticut
– -$232K -6,200 Closed
BBA
2037
BLB&B Advisors
Pennsylvania
– -$232K -6,200 Closed
HI
2038
Harper Investing
California
– -$232K -6,200 Closed
AF
2039
Apexium Financial
Texas
– -$363K -6,190 Closed
BWM
2040
BCS Wealth Management
Tennessee
– -$232K -6,190 Closed
AA
2041
Advisory Alpha
Michigan
– -$231K -6,180 Closed
RGC
2042
Roberts, Glore & Co
Illinois
– -$231K -6,170 Closed
SAM
2043
Simplify Asset Management
Nevada
– -$231K -6,170 Closed
ST
2044
Spinnaker Trust
Maine
– -$230K -6,130 Closed
SCM
2045
Stonebridge Capital Management
California
– -$228K -6,100 Closed
TFA
2046
Tobias Financial Advisors
Florida
– -$228K -6,090 Closed
VLKIM
2047
Van Lanschot Kempen Investment Management
Netherlands
– -$228K -6,080 Closed
RCA
2048
Resonant Capital Advisors
Wisconsin
– -$225K -6,030 Closed
TFA
2049
Tranquilli Financial Advisor
New Jersey
– -$226K -6,020 Closed
BWA
2050
Blodgett Wealth Advisors
California
– -$225K -6,000 Closed
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