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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1701
Parisi Gray Wealth Management
New Jersey
– -$130K -2,134 Closed
SFO
1702
Standard Family Office
South Dakota
– -$124K -2,043 Closed
SWG
1703
Summit Wealth Group
Vermont
– -$122K -2,005 Closed
FWM
1704
FFT Wealth Management
Pennsylvania
– -$104K -1,700 Closed
RDWM
1705
Red Door Wealth Management
Tennessee
– -$94K -1,552 Closed
GGI
1706
Godsey & Gibb Inc
Virginia
– -$46K -750 Closed
FI
1707
Financial Insights
Washington
– -$427K -701 Closed
SL
1708
Savior LLC
Massachusetts
– -$41K -674 Closed
BBL
1709
Beck Bode LLC
Massachusetts
– -$40K -651 Closed
BFA
1710
Brendel Financial Advisors
New Hampshire
– -$38K -626 Closed
ACM
1711
Anfield Capital Management
California
– -$32K -530 Closed
M1FG
1712
Mach-1 Financial Group
Arkansas
– -$30K -500 Closed
FFG
1713
Ford Financial Group
California
– -$24K -408 Closed
CCMW
1714
Cypress Capital Management (Wyoming)
Wyoming
– -$17K -275 Closed
APP
1715
Alpha Paradigm Partners
Illinois
– -$14K -223 Closed
AL
1716
ADE LLC
Maryland
– -$12K -200 Closed
FPW
1717
Flagship Private Wealth
Massachusetts
– -$9.24K -156 Closed
CP
1718
Corbenic Partners
Pennsylvania
– -$7K -120 Closed
LSA
1719
Lion Street Advisors
Texas
– -$6.09K -100 Closed
AP
1720
Arlington Partners
Alabama
– -$2K -34 Closed
SJIM
1721
St. Johns Investment Management
Florida
– -$1K -21 Closed
CPC
1722
Consolidated Planning Corp
Georgia
– +$58 +1 New
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