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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1301
Capital Performance Advisors
California
– -$214K -4,564 Closed
OA
1302
Oxbow Advisors
Texas
– -$214K -4,560 Closed
LS
1303
Leelyn Smith
Illinois
– -$214K -4,556 Closed
SFG
1304
Sovereign Financial Group
Connecticut
– -$213K -4,538 Closed
AWAG
1305
ARS Wealth Advisors Group
Florida
– -$211K -4,488 Closed
HP
1306
Hilltop Partners
Indiana
– -$210K -4,470 Closed
OCA
1307
OpenArc Corporate Advisory
Georgia
– -$210K -4,465 Closed
CIC
1308
Chase Investment Counsel
Virginia
– -$209K -4,459 Closed
CCM
1309
Cohen Capital Management
California
– -$209K -4,446 Closed
BFS
1310
Bradley Foster & Sargent
Connecticut
– -$209K -4,440 Closed
VH
1311
VVR Holdings
Washington
– -$208K -4,434 Closed
PWA
1312
Providence Wealth Advisors
Illinois
– -$202K -4,391 Closed
GFG
1313
Goldstone Financial Group
Illinois
– -$206K -4,376 Closed
OC
1314
Optima Capital
Oregon
– -$205K -4,363 Closed
IB
1315
Intrust Bank
Kansas
– -$204K -4,348 Closed
SCM
1316
Stonehearth Capital Management
Massachusetts
– -$204K -4,337 Closed
CSI
1317
Cross Staff Investments
New York
– -$203K -4,321 Closed
RGF
1318
Retirement Guys Formula
Ohio
– -$201K -4,286 Closed
GWP
1319
Gateway Wealth Partners
Wisconsin
– -$201K -4,273 Closed
FPW
1320
Fairvoy Private Wealth
Alabama
– -$200K -4,263 Closed
MIM
1321
Marco Investment Management
Georgia
– -$200K -4,260 Closed
JC
1322
JB Capital
Connecticut
– -$200K -4,258 Closed
OWA
1323
Opal Wealth Advisors
New York
– -$200K -4,253 Closed
DWP
1324
Destiny Wealth Partners
Florida
– -$185K -3,942 Closed
RMC
1325
Resources Management Corp
Connecticut
– -$146K -3,100 Closed
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