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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1626
Bison Wealth
Georgia
– -$249K -1,683 Closed
KCM
1627
Karp Capital Management
California
– -$248K -1,673 Closed
TA
1628
Tectonic Advisors
Texas
– -$248K -1,672 Closed
SFG
1629
StrategIQ Financial Group
Indiana
– -$245K -1,653 Closed
C
1630
Certuity
Florida
– -$244K -1,646 Closed
OPS
1631
Orion Portfolio Solutions
Nebraska
– -$243K -1,639 Closed
ML
1632
McAdam LLC
Pennsylvania
– -$242K -1,636 Closed
AIA
1633
Armor Investment Advisors
North Carolina
– -$240K -1,621 Closed
OA
1634
Oxbow Advisors
Texas
– -$239K -1,615 Closed
BFS
1635
Bradley Foster & Sargent
Connecticut
– -$238K -1,606 Closed
EH
1636
EMG Holdings
Connecticut
– -$238K -1,606 Closed
WIC
1637
Whitegate Investment Counselors
New Hampshire
– -$237K -1,600 Closed
SAMT
1638
Select Asset Management & Trust
Pennsylvania
– -$236K -1,592 Closed
MA
1639
MONECO Advisors
Connecticut
– -$234K -1,582 Closed
HBCM
1640
Heron Bay Capital Management
Michigan
– -$234K -1,579 Closed
LCS
1641
Levin Capital Strategies
New York
– -$231K -1,561 Closed
SFWC
1642
Strategic Family Wealth Counselors
New Jersey
– -$231K -1,561 Closed
RA
1643
RFG Advisory
Alabama
– -$228K -1,543 Closed
WA
1644
Wambolt & Associates
Colorado
– -$222K -1,537 Closed
OIM
1645
Oder Investment Management
California
– -$226K -1,527 Closed
PCM
1646
Pennsylvania Capital Management
Pennsylvania
– -$267K -1,503 Closed
FANJ
1647
Financial Architects (New Jersey)
New Jersey
– -$222K -1,500 Closed
CL
1648
COWA LLC
Oklahoma
– -$222K -1,498 Closed
PCS
1649
Personal CFO Solutions
New Jersey
– -$221K -1,495 Closed
YIA
1650
YHB Investment Advisors
Connecticut
– -$221K -1,494 Closed
64 65
66
67 68