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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3051
Cherrydale Wealth Management
New Jersey
– -$212K -7,503 Closed
NB
3052
Nicolet Bankshares
Wisconsin
– -$212K -7,495 Closed
PP
3053
Postrock Partners
Oregon
– -$211K -7,470 Closed
KFC
3054
Klingenstein Fields & Co
New York
– -$210K -7,439 Closed
PHAM
3055
Palisades Hudson Asset Management
Florida
– -$209K -7,418 Closed
GWM
3056
Glass Wealth Management
Texas
– -$209K -7,400 Closed
WAM
3057
WealthTrust Asset Management
Florida
– -$208K -7,377 Closed
WAOI
3058
Wealth Advisors of Iowa
Iowa
– -$208K -7,364 Closed
LFG
3059
Lockerman Financial Group
California
– -$208K -7,362 Closed
NG
3060
Northstar Group
New York
– -$207K -7,332 Closed
GA
3061
GSG Advisors
New Jersey
– -$202K -7,316 Closed
BI
3062
Beckerman Institutional
New Jersey
– -$207K -7,314 Closed
SSA
3063
Sierra Summit Advisors
Nevada
– -$207K -7,314 Closed
TAM
3064
Trillium Asset Management
Massachusetts
– -$205K -7,261 Closed
FWM
3065
Fonville Wealth Management
Virginia
– -$205K -7,252 Closed
FM
3066
Family Management
New York
– -$205K -7,243 Closed
GCA
3067
Genesee Capital Advisors
New York
– -$204K -7,233 Closed
OWP
3068
Obermeyer Wealth Partners
Colorado
– -$204K -7,233 Closed
YIA
3069
YHB Investment Advisors
Connecticut
– -$204K -7,219 Closed
SWM
3070
Shakespeare Wealth Management
Wisconsin
– -$204K -7,217 Closed
GFG
3071
Grantvest Financial Group
New Jersey
– -$203K -7,173 Closed
VFP
3072
Verus Financial Partners
Virginia
– -$202K -7,159 Closed
BSSFA
3073
Baron Silver Stevens Financial Advisors
Florida
– -$201K -7,123 Closed
CWMA
3074
Capstone Wealth Management (Alabama)
Alabama
– -$200K -7,095 Closed
HKIMG
3075
Hutchens & Kramer Investment Management Group
Indiana
– -$200K -7,094 Closed
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123
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