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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3001
Financial Insights
Washington
– -$234K -4,198 Closed
CSA
3002
Cottage Street Advisors
Massachusetts
– -$233K -4,180 Closed
UCMOK
3003
United Capital Management of KS
Kansas
– -$232K -4,164 Closed
GSC
3004
G&S Capital
Colorado
– -$232K -4,152 Closed
RF
3005
Resolute Financial
Massachusetts
– -$231K -4,135 Closed
AFAS
3006
Acorn Financial Advisory Services
Virginia
– -$230K -4,122 Closed
LA
3007
LexAurum Advisors
Kansas
– -$230K -4,121 Closed
CSIA
3008
Charles Schwab Investment Advisory
California
– -$229K -4,105 Closed
SW
3009
Solidarity Wealth
Utah
– -$213K -4,101 Closed
JC
3010
Jentner Corp
Ohio
– -$228K -4,096 Closed
GWM
3011
GDS Wealth Management
Texas
– -$209K -4,093 Closed
AIM
3012
Axiom Investment Management
New York
– -$227K -4,083 Closed
HIG
3013
Heritage Investment Group
Florida
– -$228K -4,081 Closed
GAM
3014
Grandview Asset Management
Pennsylvania
– -$225K -4,042 Closed
HGWM
3015
Horst & Graben Wealth Management
Oregon
– -$225K -4,042 Closed
TCM
3016
Traynor Capital Management
Pennsylvania
– -$224K -4,026 Closed
DC
3017
Defender Capital
North Carolina
– -$224K -4,016 Closed
HP
3018
HT Partners
Connecticut
– -$221K -3,966 Closed
LW
3019
Libra Wealth
California
– -$221K -3,966 Closed
SCA
3020
Sandy Cove Advisors
Massachusetts
– -$220K -3,940 Closed
SFWC
3021
Strategic Family Wealth Counselors
New Jersey
– -$218K -3,906 Closed
CCA
3022
Cadent Capital Advisors
Oklahoma
– -$218K -3,904 Closed
JFGLC
3023
Johnson Financial Group LLC (Colorado)
Colorado
– -$217K -3,899 Closed
TA
3024
TruWealth Advisors
Louisiana
– -$216K -3,874 Closed
DE
3025
Day & Ennis
Georgia
– -$216K -3,868 Closed
119 120
121
122 123