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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1951
TwinBeech Capital
New York
– -$228K -4,322 Closed
SVWAG
1952
Sound View Wealth Advisors Group
Georgia
– -$228K -4,314 Closed
KP
1953
Keel Point
Alabama
– -$228K -4,311 Closed
EFM
1954
E Fund Management
China
– -$227K -4,291 Closed
BWM
1955
BNC Wealth Management
Oregon
– -$226K -4,273 Closed
NL
1956
NKCFO LLC
Illinois
– -$225K -4,257 Closed
SIG
1957
Sargent Investment Group
Maryland
– -$225K -4,251 Closed
VAM
1958
Virtue Asset Management
Illinois
– -$223K -4,224 Closed
ACM
1959
Advance Capital Management
Michigan
– -$222K -4,203 Closed
FPCP
1960
Fort Point Capital Partners
California
– -$223K -4,188 Closed
DWM
1961
Defined Wealth Management
Oregon
– -$220K -4,171 Closed
AGA
1962
Arkos Global Advisors
Texas
– -$220K -4,164 Closed
MFG
1963
Midwest Financial Group
Kansas
– -$220K -4,158 Closed
TC
1964
Trilogy Capital
California
– -$218K -4,124 Closed
TAFW
1965
Tred Avon Family Wealth
Maryland
– -$215K -4,076 Closed
NWMG
1966
National Wealth Management Group
Ohio
– -$215K -4,061 Closed
AFO
1967
Arrowroot Family Office
California
– -$214K -4,047 Closed
TBT
1968
Texas Bank & Trust
Texas
– -$213K -4,040 Closed
GGS
1969
Galvin Gaustad & Stein
Arizona
– -$213K -4,038 Closed
SMH
1970
Sanders Morris Harris
Texas
– -$213K -4,030 Closed
TFO
1971
Tarbox Family Office
California
– -$211K -4,003 Closed
AAP
1972
Aristotle Atlantic Partners
Florida
– -$211K -4,000 Closed
FPH
1973
Financial Planning Hawaii
Hawaii
– -$211K -4,000 Closed
WE
1974
Wealth Effects
Massachusetts
– -$210K -3,980 Closed
PM
1975
Penbrook Management
New York
– -$209K -3,960 Closed
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79
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