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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3101
Riversedge Advisors
Delaware
– -$242K -1,022 Closed
FPGK
3102
Financial Partners Group (Kansas)
Kansas
– -$241K -1,018 Closed
CWIG
3103
Chung Wu Investment Group
Texas
– -$237K -1,000 Closed
HCM
3104
Highview Capital Management
Illinois
– -$237K -1,000 Closed
CS
3105
Capital Square
Tennessee
– -$235K -992 Closed
OC
3106
Opinicus Capital
Florida
– -$228K -964 Closed
ZIC
3107
ZWJ Investment Counsel
Georgia
– -$228K -961 Closed
OR
3108
Olympiad Research
Connecticut
– -$227K -959 Closed
SG
3109
Somerset Group
Minnesota
– -$226K -955 Closed
PAM
3110
PVG Asset Management
Colorado
– -$226K -952 Closed
HC
3111
Headland Capital
South Carolina
– -$220K -928 Closed
CIS
3112
Custom Index Systems
New York
– -$218K -918 Closed
SAW
3113
Signal Advisors Wealth
Michigan
– -$218K -918 Closed
SFG
3114
Sovereign Financial Group
Connecticut
– -$217K -914 Closed
MAG
3115
Mayfair Advisory Group
Alabama
– -$216K -910 Closed
MRI
3116
Mad River Investors
Massachusetts
– -$213K -900 Closed
WF
3117
Whelan Financial
California
– -$213K -897 Closed
KWM
3118
Kingsman Wealth Management
Florida
– -$212K -894 Closed
SW
3119
SkyOak Wealth
Michigan
– -$211K -892 Closed
WEG
3120
World Equity Group
Illinois
– -$208K -879 Closed
KWM
3121
KW Wealth Management
California
– -$207K -874 Closed
CW
3122
Code Waechter
Florida
– -$209K -871 Closed
WWC
3123
Waypoint Wealth Counsel
Georgia
– -$206K -869 Closed
TCWM
3124
Total Clarity Wealth Management
Illinois
– -$201K -848 Closed
BAS
3125
Brueske Advisory Services
Washington
– -$200K -844 Closed
123 124
125
126 127