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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1926
Wedge Capital Management
North Carolina
– -$229K -273 Closed
HH
1927
Hilltop Holdings
Texas
– -$224K -267 Closed
AFP
1928
Ausdal Financial Partners
Iowa
– -$222K -265 Closed
GSC
1929
Ground Swell Capital
South Carolina
– -$221K -263 Closed
NAS
1930
Nicolet Advisory Services
Wisconsin
– -$215K -253 Closed
TIAM2
1931
Tru Independence Asset Management 2
Oregon
– -$200K -239 Closed
LWM
1932
Liberty Wealth Management
California
– -$192K -220 Closed
CI
1933
CX Institutional
Indiana
– -$169K -201 Closed
RCA
1934
Ranch Capital Advisors
Florida
– -$122K -145 Closed
MA
1935
MCF Advisors
Kentucky
– -$111K -132 Closed
PH
1936
Pinnacle Holdings
Oklahoma
– -$97.3K -116 Closed
PHK
1937
Point72 Hong Kong
Hong Kong
– -$90.3K -99 Closed
CPC
1938
Consolidated Planning Corp
Georgia
– -$82K -98 Closed
GKWIM
1939
Gerber Kawasaki Wealth & Investment Management
California
– -$73K -88 Closed
KIG
1940
Kowal Investment Group
Wisconsin
– -$43K -51 Closed
CDIA
1941
Capital Directions Investment Advisors
Georgia
– -$36K -43 Closed
RA
1942
Resolute Advisors
California
– -$34K -40 Closed
EWA
1943
Evolution Wealth Advisors
Florida
– -$26K -31 Closed
APWA
1944
Atlas Private Wealth Advisors
New Jersey
– -$25K -30 Closed
AL
1945
ADE LLC
Maryland
– -$21K -25 Closed
BMD
1946
Better Money Decisions
New Mexico
– -$21K -25 Closed
CFA
1947
Cahill Financial Advisors
Minnesota
– -$16K -19 Closed
AWM
1948
Avondale Wealth Management
Texas
– -$13K -15 Closed
FCFS
1949
First Command Financial Services
Texas
– -$9K -11 Closed
WLPWM
1950
Walled Lake Planning & Wealth Management
Illinois
– -$9K -11 Closed
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78
79