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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
676
United Financial Planning Group
New York
– -$9.41K -111 Closed
SIS
677
Sound Income Strategies
Florida
– -$8.57K -100 Closed
AWM
678
Activest Wealth Management
Florida
– -$5.51K -72 Closed
B
679
Bayban
Minnesota
– -$4.58K -54 Closed
HFM
680
Harvest Fund Management
China
– -$5K -54 Closed
WPA
681
Wealth Preservation Advisors
Tennessee
– -$4.33K -51 Closed
AEPWM
682
Atlantic Edge Private Wealth Management
Florida
– -$4.24K -50 Closed
LWMI
683
Legacy Wealth Management (Idaho)
Idaho
– -$4.24K -50 Closed
AA
684
Ancora Advisors
Ohio
– -$2.8K -33 Closed
IWS
685
Intentional Wealth Strategies
Colorado
– -$2.29K -27 Closed
HIMS
686
Hager Investment Management Services
New Hampshire
– -$1.78K -21 Closed
SEP
687
Signature Equity Partners
Ohio
– -$1.7K -20 Closed
NB
688
NBT Bank
New York
– -$1.36K -16 Closed
CFM
689
Cornerstone Financial Management
Massachusetts
– -$509 -6 Closed
FFA
690
Frazier Financial Advisors
Ohio
– -$509 -6 Closed
TPWA
691
Twin Peaks Wealth Advisors
California
– -$254 -3 Closed
VWM
692
Vermillion Wealth Management
Minnesota
– -$254 -3 Closed
SA
693
Seneschal Advisors
Washington
– -$170 -2 Closed
RWM
694
Raffa Wealth Management
District of Columbia
– -$85 -1 Closed
TFM
695
TFC Financial Management
Massachusetts
– -$85 -1 Closed
TFA
696
Transamerica Financial Advisors
Florida
– -$84 -1 Closed
EA
697
Evolution Advisers
Virginia
– +$306 +4 New
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