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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1926
CWS Financial Advisors
Michigan
– -$205K -2,757 Closed
MCWA
1927
Meadow Creek Wealth Advisors
Georgia
– -$205K -2,753 Closed
SWMP
1928
Signature Wealth Management Partners
New Jersey
– -$204K -2,744 Closed
MSS
1929
Mitchell Sinkler & Starr
Pennsylvania
– -$203K -2,730 Closed
FNT
1930
First National Trust
Pennsylvania
– -$202K -2,724 Closed
GWM
1931
Gibbs Wealth Management
Georgia
– -$202K -2,713 Closed
MIH
1932
Meitav Investment House
Israel
– -$201K -2,706 Closed
SB
1933
Simmons Bank
Arkansas
– -$201K -2,706 Closed
CA
1934
Cornerstone Advisory
Maryland
– -$200K -2,694 Closed
OWA
1935
Opal Wealth Advisors
New York
– -$188K -2,530 Closed
EC
1936
Elequin Capital
New York
– -$150K -2,019 Closed
TPWA
1937
Twin Peaks Wealth Advisors
California
– -$110K -1,618 Closed
SMFG
1938
Sumitomo Mitsui Financial Group
Japan
– -$108K -1,460 Closed
SAM
1939
S.A. Mason
Michigan
– -$103K -1,385 Closed
BA
1940
Bellwether Advisors
Nebraska
– -$93K -1,251 Closed
IIM
1941
Intact Investment Management
Quebec, Canada
– -$74.3K -1,000 Closed
NC
1942
NewSquare Capital
Pennsylvania
– -$70.3K -946 Closed
KGP
1943
Keystone Global Partners
Colorado
– -$67.8K -912 Closed
ANBT
1944
American National Bank & Trust
Texas
– -$45.3K -610 Closed
TIM
1945
Total Investment Management
Arizona
– -$37.6K -506 Closed
T
1946
Transce3nd
Texas
– -$34.2K -485 -93%
VWA
1947
VSM Wealth Advisory
Maryland
– -$36K -485 Closed
BCMLT
1948
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$25K -336 Closed
SO
1949
Sierra Ocean
California
– -$24.7K -332 Closed
CWM
1950
CarsonAllaria Wealth Management
Illinois
– -$23.3K -313 Closed
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