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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1926
Signature Wealth Management Partners
New Jersey
– -$204K -2,744 Closed
MSS
1927
Mitchell Sinkler & Starr
Pennsylvania
– -$203K -2,730 Closed
FNT
1928
First National Trust
Pennsylvania
– -$202K -2,724 Closed
GWM
1929
Gibbs Wealth Management
Georgia
– -$202K -2,713 Closed
MIH
1930
Meitav Investment House
Israel
– -$201K -2,706 Closed
SB
1931
Simmons Bank
Arkansas
– -$201K -2,706 Closed
CA
1932
Cornerstone Advisory
Maryland
– -$200K -2,694 Closed
OWA
1933
Opal Wealth Advisors
New York
– -$188K -2,530 Closed
EC
1934
Elequin Capital
New York
– -$150K -2,019 Closed
TPWA
1935
Twin Peaks Wealth Advisors
California
– -$110K -1,618 Closed
SMFG
1936
Sumitomo Mitsui Financial Group
Japan
– -$108K -1,460 Closed
SAM
1937
S.A. Mason
Michigan
– -$103K -1,385 Closed
BA
1938
Bellwether Advisors
Nebraska
– -$93K -1,251 Closed
IIM
1939
Intact Investment Management
Quebec, Canada
– -$74.3K -1,000 Closed
NC
1940
NewSquare Capital
Pennsylvania
– -$70.3K -946 Closed
KGP
1941
Keystone Global Partners
Colorado
– -$67.8K -912 Closed
ANBT
1942
American National Bank & Trust
Texas
– -$45.3K -610 Closed
TIM
1943
Total Investment Management
Arizona
– -$37.6K -506 Closed
T
1944
Transce3nd
Texas
– -$34.2K -485 -93%
VWA
1945
VSM Wealth Advisory
Maryland
– -$36K -485 Closed
BCMLT
1946
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$25K -336 Closed
SO
1947
Sierra Ocean
California
– -$24.7K -332 Closed
CWM
1948
CarsonAllaria Wealth Management
Illinois
– -$23.3K -313 Closed
GC
1949
Garde Capital
Washington
– -$22.3K -300 Closed
NICM
1950
Neo Ivy Capital Management
New York
– -$18.7K -252 Closed
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