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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1876
Phoenix Wealth Advisors
North Carolina
– -$160K -604 Closed
PWM
1877
Prentice Wealth Management
New York
– -$158K -597 Closed
BMD
1878
Better Money Decisions
New Mexico
– -$106K -400 Closed
NICM
1879
Neo Ivy Capital Management
New York
– -$102K -395 Closed
VNIM
1880
Vaughan Nelson Investment Management
Texas
– -$71K -268 Closed
CFA
1881
Cahill Financial Advisors
Minnesota
– -$54K -202 Closed
RTL
1882
Red Tortoise LLC
Georgia
– -$42K -195 Closed
VR
1883
Viridian RIA
Washington
– -$531K -180 Closed
DOA
1884
D'Orazio & Associates
Virginia
– -$45K -170 Closed
MA
1885
MCF Advisors
Kentucky
– -$40K -151 Closed
PH
1886
Pinnacle Holdings
Oklahoma
– -$31.1K -117 Closed
RA
1887
Resolute Advisors
California
– -$30K -113 Closed
WLPWM
1888
Walled Lake Planning & Wealth Management
Illinois
– -$27K -100 Closed
CDIA
1889
Capital Directions Investment Advisors
Georgia
– -$22K -83 Closed
AL
1890
ADE LLC
Maryland
– -$20K -75 Closed
EWA
1891
Evolution Wealth Advisors
Florida
– -$16K -62 Closed
UOTTAIMCU
1892
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$16K -60 Closed
CPC
1893
Consolidated Planning Corp
Georgia
– -$14K -51 Closed
IPW
1894
IronBridge Private Wealth
Texas
– -$13K -48 Closed
RIA
1895
RPG Investment Advisory
California
– -$12K -45 Closed
PPWM
1896
PFG Private Wealth Management
Florida
– -$10K -38 Closed
TLFA
1897
True Link Financial Advisors
California
– -$8K -32 Closed
SMG
1898
Spectrum Management Group
Indiana
– -$7K -28 Closed
APWA
1899
Atlas Private Wealth Advisors
New Jersey
– -$6K -24 Closed
BAM
1900
Baldrige Asset Management
Pennsylvania
– -$5K -17 Closed
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