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Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
3126
Abner Herrman & Brock
New Jersey
– -$272K -1,163 Closed
FSA
3127
Franklin Street Advisors
North Carolina
– -$272K -1,162 Closed
JWS
3128
Juncture Wealth Strategies
Arizona
– -$263K -1,104 Closed
WDC
3129
Woodward Diversified Capital
California
– -$253K -1,084 Closed
TWP
3130
Total Wealth Planning
Ohio
– -$250K -1,070 Closed
EC
3131
EJF Capital
Virginia
– -$234K -1,000 Closed
NAMM
3132
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$212K -906 Closed
FVWA
3133
Foster Victor Wealth Advisors
South Carolina
– -$212K -905 Closed
STC
3134
Sarah T. Connolly
– -$210K -900 Closed
BA
3135
Bridge Advisory
California
– -$208K -888 Closed
RGC
3136
Roberts, Glore & Co
Illinois
– -$204K -874 Closed
MIM
3137
Marco Investment Management
Georgia
– -$204K -872 Closed
CA
3138
Cumberland Advisors
Florida
– -$203K -870 Closed
RPG
3139
Resource Planning Group
Georgia
– -$203K -869 Closed
SWG
3140
Summit Wealth Group
Vermont
– -$166K -711 Closed
TI
3141
tru Independence
Oregon
– -$128K -547 Closed
NICM
3142
Neo Ivy Capital Management
New York
– -$120K -512 Closed
NIM
3143
NuWave Investment Management
New Jersey
– -$108K -460 Closed
FPW
3144
Flagship Private Wealth
Massachusetts
– -$64.6K -269 Closed
PWP
3145
Personal Wealth Partners
Minnesota
– -$51K -220 Closed
FWM
3146
FFT Wealth Management
Pennsylvania
– -$46K -198 Closed
M1FG
3147
Mach-1 Financial Group
Arkansas
– -$45K -193 Closed
EAM
3148
Exos Asset Management
New York
– -$28K -118 Closed
PWS
3149
Paragon Wealth Strategies
Florida
– -$22K -95 Closed
RCWMU
3150
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$20K -87 Closed
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