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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4626
Payne Capital Management
New York
– -$229K -654 Closed
DJYG
4627
David J. Yvars Group
Florida
– -$229K -653 Closed
WBG
4628
Wharton Business Group
Pennsylvania
– -$228K -652 Closed
JWS
4629
Juncture Wealth Strategies
Arizona
– -$228K -649 Closed
PWM
4630
PTM Wealth Management
United States
– -$229K -647 Closed
MWM
4631
Madrid Wealth Management
New Mexico
– -$227K -646 Closed
WRM
4632
Weybosset Research & Management
Rhode Island
– -$227K -646 Closed
PF
4633
Penney Financial
Texas
– -$226K -645 Closed
CC
4634
Commons Capital
Massachusetts
– -$225K -643 Closed
DAM
4635
Doheny Asset Management
California
– -$226K -643 Closed
CFG
4636
Cosner Financial Group
Colorado
– -$224K -640 Closed
CA
4637
Cumberland Advisors
Florida
– -$224K -640 Closed
EHAM
4638
Eagle Harbor Asset Management
Washington
– -$224K -640 Closed
KW
4639
Keyvantage Wealth
Pennsylvania
– -$224K -638 Closed
MWM
4640
Maltin Wealth Management
New Jersey
– -$224K -638 Closed
OCG
4641
Opus Capital Group
Ohio
– -$223K -637 Closed
RA
4642
Rodgers & Associates
Pennsylvania
– -$223K -637 Closed
PWM
4643
Provident Wealth Management
Tennessee
– -$222K -634 Closed
CWMGP
4644
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$222K -632 Closed
FSWA
4645
Financial Synergies Wealth Advisors
Texas
– -$222K -632 Closed
TFG
4646
Taylor Financial Group
Virginia
– -$220K -626 Closed
PFA
4647
Pinnacle Family Advisors
Missouri
– -$219K -624 Closed
PFG
4648
Pinnacle Financial Group
Illinois
– -$219K -624 Closed
BCM
4649
Bannerstone Capital Management
Minnesota
– -$218K -623 Closed
CW
4650
Code Waechter
Florida
– -$218K -622 Closed
184 185
186
187 188