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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1051
GYL Financial Synergies
Connecticut
– -$216K -2,640 Closed
RS
1052
Retirement Solution
Washington
– -$216K -2,640 Closed
ILI
1053
Invesco LLC (Illinois)
Illinois
– -$213K -2,600 Closed
ORG
1054
Optimist Retirement Group
Washington
– -$211K -2,580 Closed
BMCM
1055
Burns Matteson Capital Management
New York
– -$207K -2,530 Closed
GPA
1056
Guerra Pan Advisors
New Jersey
– -$207K -2,530 Closed
MWM
1057
Merriman Wealth Management
Washington
– -$207K -2,530 Closed
TIA
1058
Traphagen Investment Advisors
New Jersey
– -$207K -2,530 Closed
ACM
1059
Alamar Capital Management
California
– -$205K -2,500 Closed
PSP
1060
Principal Street Partners
Tennessee
– -$205K -2,500 Closed
TCPG
1061
Trivant Custom Portfolio Group
California
– -$205K -2,500 Closed
ESB
1062
Essex Savings Bank
Connecticut
– -$204K -2,490 Closed
FCM
1063
Frontier Capital Management
Massachusetts
– -$204K -2,490 Closed
RFA
1064
Rollins Financial Advisors
New York
– -$204K -2,490 Closed
BFA
1065
Beaumont Financial Advisors
Massachusetts
– -$203K -2,480 Closed
WSCM
1066
Wellington Shields Capital Management
New York
– -$193K -2,350 Closed
OP
1067
ORG Partners
Indiana
– -$179K -2,200 Closed
SIM
1068
Sentry Investment Management
Wisconsin
– -$150K -1,830 Closed
SOS
1069
Silver Oak Securities
Tennessee
– -$117K -1,430 Closed
QL
1070
Quarry LP
New York
– -$97.5K -1,190 Closed
IWA
1071
IBEX Wealth Advisors
New Jersey
– -$94.2K -1,150 Closed
SIC
1072
SJS Investment Consulting
Ohio
– -$80.3K -980 Closed
RFG
1073
RFP Financial Group
Georgia
– -$74.7K -910 Closed
CYG
1074
Clean Yield Group
Vermont
– -$73.7K -900 Closed
MSFP
1075
Mark Sheptoff Financial Planning
Connecticut
– -$61.5K -750 Closed