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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
3826
Cardinal Point Wealth Management
California
– -$319K -1,960 Closed
IR
3827
Invictus RG
Bermuda
– -$313K -1,920 Closed
MSU
3828
Mizuho Securities USA
New York
– -$306K -1,880 Closed
ACA
3829
Ascension Capital Advisors
Texas
– -$287K -1,760 Closed
FPIS
3830
Financial Planning & Information Services
Wisconsin
– -$263K -1,620 Closed
HGWM
3831
Harvest Group Wealth Management
Massachusetts
– -$261K -1,600 Closed
AOG
3832
Alpha Omega Group
Virginia
– -$257K -1,580 Closed
LCWP
3833
Legacy Capital Wealth Partners
Arkansas
– -$257K -1,580 Closed
TWP
3834
Total Wealth Planning
Ohio
– -$241K -1,480 Closed
FM
3835
Foster & Motley
Ohio
– -$231K -1,420 Closed
CAG
3836
Compass Advisory Group
New York
– -$228K -1,400 Closed
HG
3837
Harbor Group
New Hampshire
– -$216K -1,360 Closed
MAS
3838
Madden Advisory Services
Florida
– -$221K -1,360 Closed
WGCA
3839
Wolf Group Capital Advisors
Virginia
– -$218K -1,340 Closed
AA
3840
Aufman Associates
Pennsylvania
– -$209K -1,280 Closed
CIM
3841
Confluence Investment Management
Missouri
– -$208K -1,280 Closed
LSWM
3842
Lorne Steinberg Wealth Management
Canada
– -$209K -1,280 Closed
MFM
3843
Mirsky Financial Management
New York
– -$208K -1,280 Closed
SFS
3844
Searcy Financial Services
Kansas
– -$208K -1,280 Closed
SPA
3845
Sentinel Pension Advisors
Massachusetts
– -$205K -1,260 Closed
WFA
3846
Wipfli Financial Advisors
Wisconsin
– -$205K -1,260 Closed
PS
3847
Planned Solutions
California
– -$143K -880 Closed
DTIM
3848
Danda Trouve Investment Management
Kansas
– -$140K -860 Closed
FWM
3849
ForthRight Wealth Management
Georgia
– -$127K -780 Closed
MCM
3850
McMillion Capital Management
North Carolina
– -$104K -640 Closed
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