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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1201
Keystone Wealth Services
California
– -$220K -6,390 Closed
PP
1202
Patten & Patten
Tennessee
– -$208K -6,050 Closed
MYIA
1203
Mount Yale Investment Advisors
Colorado
– -$205K -5,941 Closed
OFS
1204
OneAscent Financial Services
Alabama
– -$203K -5,879 Closed
XF
1205
XML Financial
Maryland
– -$106K -3,077 Closed
FFWM
1206
Future Financial Wealth Management
Ohio
– -$104K -3,027 Closed
SAM
1207
Strive Asset Management
Ohio
– -$77.2K -2,240 Closed
PCM
1208
Perritt Capital Management
Illinois
– -$62.7K -1,818 Closed
GWSG
1209
GPS Wealth Strategies Group
Colorado
– -$46.8K -1,358 Closed
DF
1210
Dunhill Financial
United Kingdom
– -$41.4K -1,202 Closed
PAM
1211
Palisade Asset Management
Minnesota
– -$40.9K -1,187 Closed
NC
1212
North Capital
Utah
– -$39.7K -1,151 Closed
KHC
1213
Koesten Hirschmann & Crabtree
Kansas
– -$37.7K -1,095 Closed
SIC
1214
Salem Investment Counselors
North Carolina
– -$35.2K -1,020 Closed
JFGIW
1215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$28.3K -821 Closed
FLP
1216
Financial Life Planners
Arizona
– -$28K -814 Closed
HWA
1217
Heartwood Wealth Advisors
Virginia
– -$26.2K -760 Closed
VWA
1218
VSM Wealth Advisory
Maryland
– -$21K -610 Closed
WWM
1219
Wolff Wiese Magana
California
– -$7.96K -231 Closed
AP
1220
Atwood & Palmer
Missouri
– -$6.89K -200 Closed
SGK
1221
Steigerwald Gordon & Koch
Virginia
– -$5.41K -157 Closed
JWM
1222
JPL Wealth Management
Colorado
– -$5.14K -149 Closed
GFWA
1223
Grey Fox Wealth Advisors
Delaware
– -$4.89K -142 Closed
PG
1224
Proffitt & Goodson
Tennessee
– -$4.86K -141 Closed
MSG
1225
Main Street Group
Virginia
– -$4.59K -133 Closed
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