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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
2601
True Link Financial Advisors
California
– -$85K -150 Closed
TCWM
2602
Total Clarity Wealth Management
Illinois
– -$66K -117 Closed
TCM
2603
TD Capital Management
Tennessee
– -$57K -101 Closed
EWM
2604
Edge Wealth Management
New York
– -$52K -92 Closed
RK
2605
Rather & Kittrell
Tennessee
– -$47K -84 Closed
CHA
2606
Carmichael Hill & Associates
Maryland
– -$36.1K -75 Closed
AHIA
2607
Andrew Hill Investment Advisors
Florida
– -$39K -70 Closed
TWP
2608
TFO Wealth Partners
Ohio
– -$34K -52 Closed
FPWM
2609
FSB Premier Wealth Management
Iowa
– -$20K -37 Closed
IAG
2610
Investmark Advisory Group
Connecticut
– -$20K -36 Closed
OAJ
2611
Ogorek Anthony Joseph
New York
– -$20K -36 Closed
SFPG
2612
Stonebridge Financial Planning Group
Florida
– -$13K -25 Closed
KIG
2613
Kessler Investment Group
Indiana
– -$14K -24 Closed
WWMSC
2614
Wagner Wealth Management (South Carolina)
South Carolina
– -$14K -24 Closed
RI
2615
Rinkey Investments
California
– -$11K -23 Closed
BC
2616
Barnett & Company
Tennessee
– -$11K -19 Closed
MWC
2617
MBM Wealth Consultants
Missouri
– -$11K -19 Closed
AWA
2618
Aquire Wealth Advisors
Utah
– -$9K -16 Closed
DAM
2619
Delta Asset Management
Tennessee
– -$9K -15 Closed
AIM
2620
AHL Investment Management
Florida
– -$7K -13 Closed
NC
2621
NewSquare Capital
Pennsylvania
– -$7K -12 Closed
CSWM
2622
Cassady Schiller Wealth Management
Ohio
– -$6K -10 Closed
SFO
2623
Standard Family Office
South Dakota
– -$3K -6 Closed
CWAF
2624
Core Wealth Advisors (Florida)
Florida
– -$2K -4 Closed
HH
2625
HWG Holdings
Texas
– -$2K -4 Closed
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