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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2951
Summit Wealth Partners
Florida
– -$433K -15,880 Closed
OPWM
2952
Oxinas Partners Wealth Management
Indiana
– -$425K -15,560 Closed
LHWM
2953
Lake Hills Wealth Management
Texas
– -$418K -15,310 Closed
CIM
2954
Contravisory Investment Management
Massachusetts
– -$414K -15,170 Closed
PWA
2955
PCG Wealth Advisors
Kansas
– -$414K -15,160 Closed
YWS
2956
Yarger Wealth Strategies
Ohio
– -$411K -15,070 Closed
ACP
2957
Aveo Capital Partners
Colorado
– -$406K -14,890 Closed
CFMC
2958
Curbstone Financial Management Corp
New Hampshire
– -$404K -14,800 Closed
MAM
2959
Martingale Asset Management
Massachusetts
– -$401K -14,690 Closed
WA
2960
Wealthstream Advisors
New York
– -$399K -14,640 Closed
BFG
2961
Bouchey Financial Group
New York
– -$399K -14,610 Closed
LI
2962
Lafayette Investments
Maryland
– -$398K -14,600 Closed
WCM
2963
Wealthcare Capital Management
Virginia
– -$393K -14,420 Closed
AMBIA
2964
Allen Mooney & Barnes Investment Advisors
Georgia
– -$389K -14,260 Closed
FVWA
2965
Foster Victor Wealth Advisors
South Carolina
– -$347K -14,210 Closed
BMM
2966
Buffington Mohr McNeal
Idaho
– -$386K -14,150 Closed
KSCM
2967
Key Square Capital Management
Connecticut
– -$382K -14,000 Closed
OPCM
2968
Osborne Partners Capital Management
California
– -$382K -14,000 Closed
BAMG
2969
Brand Asset Management Group
Missouri
– -$381K -13,960 Closed
BFA
2970
Brendel Financial Advisors
New Hampshire
– -$378K -13,850 Closed
CWM
2971
Cherrydale Wealth Management
New Jersey
– -$378K -13,850 Closed
AC
2972
Apogem Capital
New York
– -$372K -13,640 Closed
SQA
2973
Simon Quick Advisors
New Jersey
– -$370K -13,550 Closed
MFA
2974
Morling Financial Advisors
California
– -$366K -13,400 Closed
FMTC
2975
Farmers & Merchants Trust Company
California
– -$363K -13,280 Closed
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119
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