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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1651
Brookstone Capital Management
Illinois
– -$248K -1,479 Closed
HA
1652
Herold Advisors
New York
– -$218K -1,475 Closed
CBA
1653
Coastal Bridge Advisors
Connecticut
– -$217K -1,467 Closed
OWA
1654
One Wealth Advisors
California
– -$216K -1,462 Closed
AFA
1655
American Financial Advisors
Georgia
– -$216K -1,460 Closed
HC
1656
Henshaw Capital
Massachusetts
– -$216K -1,456 Closed
EWG
1657
Executive Wealth Group
Washington
– -$215K -1,454 Closed
MF
1658
Magnetar Financial
Illinois
– -$215K -1,450 Closed
EAM
1659
Evanson Asset Management
California
– -$332K -1,447 Closed
MCM
1660
Monarch Capital Management
Indiana
– -$213K -1,441 Closed
AFM
1661
Andesa Financial Management
Pennsylvania
– -$210K -1,423 Closed
PFA
1662
Paradigm Financial Advisors
Missouri
– -$211K -1,423 Closed
MWP
1663
Meridian Wealth Partners
Pennsylvania
– -$211K -1,422 Closed
XWM
1664
Xcel Wealth Management
Florida
– -$210K -1,417 Closed
AA
1665
Auxano Advisors
Washington
– -$208K -1,405 Closed
PA
1666
PFG Advisors
Arizona
– -$208K -1,404 Closed
PMG
1667
ProVise Management Group
Florida
– -$208K -1,404 Closed
MSA
1668
Marino Stram & Associates
Massachusetts
– -$207K -1,398 Closed
WA
1669
WBH Advisory
Maryland
– -$206K -1,390 Closed
FLPIM
1670
F.L. Putnam Investment Management
Massachusetts
– -$205K -1,388 Closed
SW
1671
SlateStone Wealth
Florida
– -$205K -1,388 Closed
BO
1672
BRR OpCo
Ohio
– -$205K -1,386 Closed
CG
1673
CFO4Life Group
Texas
– -$204K -1,379 Closed
CCP
1674
Clarkston Capital Partners
Michigan
– -$203K -1,372 Closed
WA
1675
Winfield Associates
Ohio
– -$203K -1,370 Closed
65 66
67
68 69