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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2976
Mosaic Family Wealth Partners
Missouri
– -$272K -999 Closed
CNFG
2977
Creegan & Nassoura Financial Group
New Hampshire
– -$272K -996 Closed
CPA
2978
Capital Planning Advisors
California
– -$270K -989 Closed
NG
2979
Novem Group
New York
– -$267K -978 Closed
CWMS
2980
Cannon Wealth Management Services
North Carolina
– -$266K -976 Closed
CFAM
2981
Center For Asset Management
Florida
– -$324K -964 Closed
Winslow Capital Management
2982
Winslow Capital Management
Minnesota
– -$257K -944 Closed
NCM
2983
Next Capital Management
New York
– -$257K -943 Closed
BL
2984
Balentine LLC
Georgia
– -$255K -936 Closed
Fiera Capital (Canada)
2985
Fiera Capital (Canada)
Quebec, Canada
– -$254K -931 Closed
MSA
2986
McAlister Sweet & Associates
Texas
– -$250K -917 Closed
MPM
2987
MBB Public Markets
Illinois
– -$250K -916 Closed
BPAMU
2988
BTG Pactual Asset Management US
New York
– -$249K -912 Closed
TA
2989
Tactive Advisors
Florida
– -$248K -908 Closed
CCA
2990
Catalyst Capital Advisors
New York
– -$247K -907 Closed
BWP
2991
BlueStem Wealth Partners
Minnesota
– -$242K -888 Closed
WFA
2992
Wellspring Financial Advisors
Ohio
– -$240K -881 Closed
RFN
2993
RDA Financial Network
Iowa
– -$240K -880 Closed
PJWM
2994
Philip James Wealth Mangement
Georgia
– -$238K -873 Closed
GGA
2995
Granite Group Advisors
Connecticut
– -$238K -872 Closed
EC
2996
EntryPoint Capital
New York
– -$238K -871 Closed
PFG
2997
PAX Financial Group
Texas
– -$237K -869 Closed
PWM
2998
Puff Wealth Management
New Jersey
– -$234K -859 Closed
HWM
2999
Hobbs Wealth Management
Indiana
– -$234K -858 Closed
BCM
3000
Brown Capital Management
Maryland
– -$234K -857 Closed
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120
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