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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
501
Western Pacific Wealth Management
Illinois
– -$42K -1,400 Closed
ADL
502
Asset Dedication LLC
California
– -$35.2K -1,175 Closed
SIS
503
Sound Income Strategies
Florida
– -$32.8K -1,089 Closed
SHIM
504
Stone House Investment Management
Pennsylvania
– -$21K -700 Closed
LWMI
505
Legacy Wealth Management (Idaho)
Idaho
– -$8.79K -293 Closed
UIA
506
Ulland Investment Advisors
Minnesota
– -$3K -100 Closed
AA
507
Addison Advisors
Vermont
– -$2.4K -80 Closed
SIM
508
Synergy Investment Management
Florida
– -$2.4K -80 Closed
SGFG
509
Silver Grove Financial Group
New York
– -$2.25K -75 Closed
TWM
510
TopTier Wealth Management
Wisconsin
– -$1.77K -59 Closed
MWC
511
MBM Wealth Consultants
Missouri
– -$1.62K -54 Closed
AWM
512
Activest Wealth Management
Florida
– -$1.65K -52 Closed
GWSA
513
Global Wealth Strategies & Associates
Colorado
– -$1.23K -41 Closed
ACA
514
Atlas Capital Advisors
Wyoming
– -$1.11K -37 Closed
RFP
515
Root Financial Partners
California
– -$840 -28 Closed
HCM
516
Hollencrest Capital Management
California
– -$600 -20 Closed
LFA
517
Longview Financial Advisors
Alabama
– -$600 -20 Closed
MTIC
518
Missouri Trust & Investment Company
Missouri
– -$600 -20 Closed
WSA
519
Wealth Science Advisors
Georgia
– -$775 -20 Closed
WSFG
520
Wall Street Financial Group
Illinois
– -$570 -19 Closed
MFP
521
Meramec Financial Planners
Missouri
– -$609 -18 Closed
TPWA
522
Twin Peaks Wealth Advisors
California
– -$360 -12 Closed
BFPW
523
BOK Financial Private Wealth
Colorado
– -$240 -8 Closed
SFS
524
Sunrise Financial Services
Washington
– -$210 -7 Closed
KTC
525
Kentucky Trust Company
Kentucky
– -$60 -2 Closed
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