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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2026
Gradient Capital Advisors
California
– -$228K -2,589 Closed
LF
2027
LifeSteps Financial
California
– -$225K -2,563 Closed
CC
2028
Copperleaf Capital
North Carolina
– -$225K -2,559 Closed
HCA
2029
Harbour Capital Advisors
Virginia
– -$225K -2,558 Closed
PA
2030
Planning Alternatives
Michigan
– -$222K -2,525 Closed
SCM
2031
Stonehearth Capital Management
Massachusetts
– -$222K -2,524 Closed
PFA
2032
Pure Financial Advisors
California
– -$221K -2,515 Closed
PW
2033
Peninsula Wealth
California
– -$220K -2,508 Closed
BHTS
2034
Bar Harbor Trust Services
Maine
– -$220K -2,506 Closed
MAM
2035
Madison Asset Management
Wisconsin
– -$220K -2,506 Closed
DI
2036
DFPG Investments
Utah
– -$229K -2,503 Closed
CCIA
2037
Campbell & Co Investment Adviser
Maryland
– -$218K -2,482 Closed
BFC
2038
Blue Fin Capital
Rhode Island
– -$217K -2,468 Closed
NPF
2039
Norris Perne & French
Michigan
– -$215K -2,451 Closed
SPC
2040
Stewart & Patten Company
California
– -$215K -2,449 Closed
CP
2041
Camelot Portfolios
Ohio
– -$214K -2,437 Closed
WA
2042
WESPAC Advisors
California
– -$214K -2,431 Closed
BBI
2043
Baxter Bros Inc
Connecticut
– -$214K -2,429 Closed
MWM
2044
Madison Wealth Management
Ohio
– -$214K -2,429 Closed
WIP
2045
Wellesley Investment Partners
Massachusetts
– -$213K -2,429 Closed
MBT
2046
Montecito Bank & Trust
California
– -$212K -2,415 Closed
FNC
2047
First National Corp
Massachusetts
– -$211K -2,402 Closed
JFA
2048
Johanson Financial Advisors
California
– -$211K -2,400 Closed
PAG
2049
Private Advisory Group
Washington
– -$209K -2,378 Closed
SRC
2050
Sage Rhino Capital
California
– -$214K -2,377 Closed
80 81
82
83 84