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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1926
HCR Wealth Advisors
California
– -$242K -1,505 Closed
UAS
1927
United Asset Strategies
New York
– -$242K -1,502 Closed
KAS
1928
KPP Advisory Services
Kentucky
– -$242K -1,501 Closed
AMBIA
1929
Allen Mooney & Barnes Investment Advisors
Georgia
– -$241K -1,500 Closed
CD
1930
Chapin Davis
Maryland
– -$241K -1,500 Closed
CCG
1931
Chatham Capital Group
Georgia
– -$241K -1,500 Closed
TIAM2
1932
Tru Independence Asset Management 2
Oregon
– -$241K -1,500 Closed
VCAM
1933
Van Cleef Asset Management
Ohio
– -$241K -1,500 Closed
VCM
1934
Vision Capital Management
Oregon
– -$241K -1,500 Closed
4WM
1935
44 Wealth Management
Oregon
– -$241K -1,499 Closed
MFG
1936
Mosaic Financial Group
Illinois
– -$241K -1,499 Closed
IC
1937
Inscription Capital
Texas
– -$239K -1,485 Closed
MSWM
1938
McGlone Suttner Wealth Management
Wisconsin
– -$239K -1,485 Closed
FFM
1939
Flagstone Financial Management
Nebraska
– -$238K -1,480 Closed
PPW
1940
Parcion Private Wealth
Washington
– -$237K -1,475 Closed
SP
1941
SmartHarvest Portfolios
Washington
– -$235K -1,458 Closed
TF
1942
Trek Financial
Arizona
– -$234K -1,456 Closed
BBWA
1943
Bell & Brown Wealth Advisors
California
– -$234K -1,455 Closed
CAC
1944
Certified Advisory Corp
Florida
– -$234K -1,455 Closed
KSWWM
1945
Keyes Stange & Wooten Wealth Management
Florida
– -$234K -1,452 Closed
MCM
1946
Maple Capital Management
Vermont
– -$234K -1,452 Closed
TIM
1947
Tortoise Investment Management
New York
– -$234K -1,452 Closed
SOAM
1948
SBI Okasan Asset Management
Japan
– -$244K -1,451 Closed
BFA
1949
Brendel Financial Advisors
New Hampshire
– -$233K -1,449 Closed
TC
1950
TAGStone Capital
North Carolina
– -$233K -1,449 Closed
76 77
78
79 80