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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
2901
Cascade Investment Group
Colorado
– -$204K -368 Closed
CWM
2902
Castle Wealth Management
Florida
– -$202K -364 Closed
CBFP
2903
Cedar Brook Financial Partners
Ohio
– -$202K -363 Closed
SM
2904
Sweeney & Michel
California
– -$205K -362 Closed
TFA
2905
Tranquilli Financial Advisor
New Jersey
– -$201K -359 Closed
TWP
2906
Triad Wealth Partners
Kansas
– -$194K -349 Closed
EC
2907
EntryPoint Capital
New York
– -$89.4K -161 Closed
VC
2908
Vestor Capital
Illinois
– -$88K -159 Closed
KFS
2909
Kelly Financial Services
Massachusetts
– -$70K -126 Closed
SWC
2910
Spectrum Wealth Counsel
Indiana
– -$67.2K -121 Closed
SP
2911
SWS Partners
Ohio
– -$63.9K -115 Closed
CP
2912
Camelot Portfolios
Ohio
– -$63.5K -114 Closed
RFG
2913
RFP Financial Group
Georgia
– -$58.9K -106 Closed
SA
2914
Scarborough Advisors
Maryland
– -$49.4K -89 Closed
TFF
2915
The Family Firm
Maryland
– -$48.3K -87 Closed
SR
2916
Summer Road
Florida
– -$42.2K -76 Closed
GI
2917
Gradient Investments
Minnesota
– -$41.1K -74 Closed
LIA
2918
Lynx Investment Advisory
District of Columbia
– -$38.9K -70 Closed
SSG
2919
Summit Securities Group
New York
– -$33K -59 Closed
DWA
2920
Delos Wealth Advisors
Texas
– -$26.1K -47 Closed
FW
2921
Fairway Wealth
Ohio
– -$22.8K -41 Closed
BFA
2922
BBJS Financial Advisors
Washington
– -$22.2K -40 Closed
WIA
2923
Wetzel Investment Advisors
Indiana
– -$18.2K -36 Closed
KFP
2924
Keener Financial Planning
Texas
– -$18K -33 Closed
NMM
2925
Naples Money Management
Florida
– -$12.3K -22 Closed
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117
118