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Name Holding Trade Value Shares
Change 		Change in
Stake
GMF
3051
Grace & Mercy Foundation
New York
– -$537K -2,000 Closed
HWM
3052
Howard Wealth Management
Connecticut
– -$515K -1,917 Closed
IWM
3053
Iams Wealth Management
Nebraska
– -$493K -1,836 Closed
LCM
3054
Landscape Capital Management
New Jersey
– -$481K -1,793 Closed
TA
3055
TrueWealth Advisors
Alabama
– -$459K -1,710 Closed
CCC
3056
Compass Capital Corp
Massachusetts
– -$435K -1,701 Closed
PFA
3057
Pathway Financial Advisors
Vermont
– -$435K -1,621 Closed
DA
3058
Drake & Associates
Wisconsin
– -$418K -1,558 Closed
OWA
3059
Outlook Wealth Advisors
Texas
– -$408K -1,520 Closed
TWP
3060
Tower Wealth Partners
Pennsylvania
– -$394K -1,470 Closed
AFW
3061
Avantra Family Wealth
Pennsylvania
– -$392K -1,459 Closed
IF
3062
Intrua Financial
Texas
– -$380K -1,417 Closed
MCM
3063
Massar Capital Management
Connecticut
– -$376K -1,400 Closed
WG
3064
Wealth Group
North Carolina
– -$369K -1,375 Closed
FIA
3065
FNY Investment Advisers
New York
– -$352K -1,312 Closed
PA
3066
Planning Alternatives
Michigan
– -$350K -1,304 Closed
VIM
3067
Vancity Investment Management
British Columbia, Canada
– -$334K -1,243 Closed
CNBOF
3068
City National Bank of Florida
Florida
– -$332K -1,237 Closed
LMC
3069
Lightspeed Management Company
California
– -$332K -1,237 Closed
NERM
3070
New England Research & Management
Illinois
– -$330K -1,230 Closed
HCP
3071
Hexagon Capital Partners
Arkansas
– -$316K -1,178 Closed
GPW
3072
Genesis Private Wealth
Virginia
– -$311K -1,157 Closed
SWA
3073
Strategies Wealth Advisors
Michigan
– -$297K -1,106 Closed
MM
3074
MQS Management
New York
– -$297K -1,105 Closed
BI
3075
Bramshill Investments
Florida
– -$295K -1,100 Closed
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123
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