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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1951
Naviter Wealth
Arkansas
– -$232K -1,442 Closed
BDPWM
1952
Barnes Dennig Private Wealth Management
Ohio
– -$231K -1,435 Closed
BWM
1953
BCS Wealth Management
Tennessee
– -$231K -1,434 Closed
BFG
1954
Berger Financial Group
Minnesota
– -$231K -1,433 Closed
KFS
1955
Kelly Financial Services
Massachusetts
– -$229K -1,421 Closed
BPW
1956
BLVD Private Wealth
Kentucky
– -$228K -1,418 Closed
KG
1957
Kieckhefer Group
Wisconsin
– -$228K -1,418 Closed
TPWA
1958
TRUE Private Wealth Advisors
Oregon
– -$228K -1,416 Closed
KDA
1959
Kraft Davis & Associates
Missouri
– -$236K -1,411 Closed
CA
1960
CV Advisors
Florida
– -$227K -1,410 Closed
LWIC
1961
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$227K -1,410 Closed
RSS
1962
Rosenblum Silverman Sutton
California
– -$225K -1,400 Closed
WTG
1963
West Tower Group
Virginia
– -$225K -1,400 Closed
SCA
1964
Stonebridge Capital Advisors
Minnesota
– -$225K -1,395 Closed
MC
1965
Matisse Capital
Oregon
– -$224K -1,390 Closed
TCM
1966
Tran Capital Management
California
– -$223K -1,384 Closed
TL
1967
Tradewinds LLC
North Carolina
– -$222K -1,380 Closed
NWWA
1968
New Wave Wealth Advisors
Arkansas
– -$222K -1,378 Closed
BPAMU
1969
BTG Pactual Asset Management US
New York
– -$221K -1,372 Closed
MCWA
1970
Meadow Creek Wealth Advisors
Georgia
– -$220K -1,368 Closed
GWM
1971
Greenline Wealth Management
Florida
– -$220K -1,365 Closed
PWP
1972
Principle Wealth Partners
Connecticut
– -$218K -1,352 Closed
FCM
1973
Fourpath Capital Management
Oklahoma
– -$217K -1,347 Closed
CFAM
1974
Center For Asset Management
Florida
– -$214K -1,331 Closed
WCM
1975
Washburn Capital Management
Florida
– -$212K -1,320 Closed
77 78
79
80 81