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Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
1951
Plan Group Financial
Oklahoma
– -$208K -2,868 Closed
CCG
1952
Cypress Capital Group
Florida
– -$206K -2,833 Closed
FWM
1953
Focused Wealth Management
New York
– -$173K -2,384 Closed
CB
1954
Chris Bulman
California
– -$114K -1,571 Closed
EC
1955
EdgeRock Capital
Colorado
– -$105K -1,444 Closed
CBT
1956
Central Bank & Trust
Kentucky
– -$97K -1,335 Closed
EC
1957
EntryPoint Capital
New York
– -$85.8K -1,180 Closed
GI
1958
Gradient Investments
Minnesota
– -$44.6K -614 Closed
KFS
1959
Kelly Financial Services
Massachusetts
– -$35.4K -487 Closed
FCMT
1960
Founders Capital Management (Texas)
Texas
– -$32.7K -450 Closed
SA
1961
Scarborough Advisors
Maryland
– -$17.9K -246 Closed
RFG
1962
RFP Financial Group
Georgia
– -$17K -234 Closed
ANBT
1963
American National Bank & Trust
Texas
– -$16.2K -223 Closed
CT
1964
Caldwell Trust
Florida
– -$14.5K -200 Closed
HRC
1965
Hoertkorn Richard Charles
– -$14.5K -200 Closed
PMFA
1966
Plante Moran Financial Advisors
Michigan
– -$12.5K -172 Closed
WIA
1967
Wetzel Investment Advisors
Indiana
– -$12.9K -167 Closed
GLR
1968
Great Lakes Retirement
Ohio
– -$10K -138 Closed
OC
1969
Oakworth Capital
Alabama
– -$6.61K -91 Closed
CWM
1970
Cedar Wealth Management
California
– -$5.96K -82 Closed
FCG
1971
Financial Connections Group
California
– -$5K -80 Closed
VAG
1972
VisionPoint Advisory Group
Texas
– -$4.29K -59 Closed
SIM
1973
Studio Investment Management
Illinois
– -$4K -55 Closed
OCM
1974
Orion Capital Management
California
– -$3.49K -48 Closed
NMM
1975
Naples Money Management
Florida
– -$2.84K -40 Closed
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