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Cisco
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Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
3101
Clay Northam Wealth Management
California
– -$214K -3,370 Closed
CCM
3102
Compass Capital Management
Minnesota
– -$212K -3,350 Closed
TF
3103
TRH Financial
Iowa
– -$212K -3,342 Closed
SFA
3104
Source Financial Advisors
New York
– -$210K -3,318 Closed
IWS
3105
Insight Wealth Strategies
California
– -$210K -3,308 Closed
OCAM
3106
Onex Canada Asset Management
Ontario, Canada
– -$207K -3,274 Closed
STC
3107
Sarah T. Connolly
– -$207K -3,273 Closed
SIA
3108
Sage Investment Advisers
New York
– -$206K -3,255 Closed
CWA
3109
Capital Wealth Alliance
Arizona
– -$206K -3,254 Closed
KPWG
3110
KFA Private Wealth Group
Virginia
– -$206K -3,250 Closed
PCM
3111
Palouse Capital Management
Washington
– -$206K -3,243 Closed
GWM
3112
Grand Wealth Management
Michigan
– -$205K -3,228 Closed
OWA
3113
Octavia Wealth Advisors
Ohio
– -$204K -3,222 Closed
TCBWMS
3114
Texas Capital Bank Wealth Management Services
Texas
– -$203K -3,209 Closed
BW
3115
Basepoint Wealth
Iowa
– -$201K -3,166 Closed
FPWM
3116
FSB Premier Wealth Management
Iowa
– -$143K -2,260 Closed
TCM
3117
TD Capital Management
Tennessee
– -$93K -1,460 Closed
IPW
3118
IronBridge Private Wealth
Texas
– -$82K -1,300 Closed
RWA
3119
RGT Wealth Advisors
Texas
– -$76K -1,198 Closed
NWM
3120
Navigation Wealth Management
Colorado
– -$74K -1,173 Closed
TC
3121
TAP Consulting
Missouri
– -$41K -645 Closed
SFA
3122
Semmax Financial Advisors
North Carolina
– -$35K -545 Closed
RCM
3123
Regency Capital Management
Hawaii
– -$34K -544 Closed
HNWA
3124
Henrickson Nauta Wealth Advisors
Michigan
– -$24K -418 Closed
CF
3125
Concorde Financial
Texas
– -$22K -367 Closed
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