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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4251
Fortress Wealth Management
California
– -$231K -1,420 Closed
HCM
4252
Hudson Capital Management
New Jersey
– -$231K -1,420 Closed
MWM
4253
MBE Wealth Management
Wisconsin
– -$231K -1,420 Closed
BT
4254
Brandywine Trust
Delaware
– -$228K -1,400 Closed
BC
4255
Bridgefront Capital
Texas
– -$228K -1,400 Closed
MAS
4256
Madden Advisory Services
Florida
– -$225K -1,380 Closed
SFG
4257
Sowa Financial Group
Rhode Island
– -$225K -1,380 Closed
ARS
4258
Adirondack Retirement Specialists
New York
– -$225K -1,360 Closed
FWM
4259
FSA Wealth Management
Massachusetts
– -$227K -1,360 Closed
CPWMP
4260
Cardinal Point Wealth Management Partners
California
– -$218K -1,340 Closed
CIM
4261
Confluence Investment Management
Missouri
– -$218K -1,340 Closed
FCFC
4262
First Citizens Financial Corp
Iowa
– -$219K -1,340 Closed
HG
4263
Harbor Group
New Hampshire
– -$219K -1,340 Closed
SHIM
4264
Stone House Investment Management
Pennsylvania
– -$218K -1,340 Closed
CP
4265
Coho Partners
Pennsylvania
– -$215K -1,320 Closed
PFG
4266
Pacific Financial Group
Washington
– -$215K -1,320 Closed
SFMG
4267
Sage Financial Management Group
Virginia
– -$215K -1,320 Closed
SNBOSCI
4268
Security National Bank of Sioux City Iowa
Iowa
– -$216K -1,320 Closed
SFG
4269
Socha Financial Group
New York
– -$215K -1,320 Closed
WCF
4270
West Coast Financial
California
– -$215K -1,320 Closed
AMIM
4271
Aull & Monroe Investment Management
Alabama
– -$212K -1,300 Closed
EPWM
4272
Essex Private Wealth Management
Massachusetts
– -$212K -1,300 Closed
FPW
4273
Flagship Private Wealth
Massachusetts
– -$209K -1,280 Closed
KWM
4274
Kaydan Wealth Management
Michigan
– -$209K -1,280 Closed
CWM
4275
Comprehensive Wealth Management
Washington
– -$205K -1,260 Closed
168 169 170
171
172