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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
4251
Values First Advisors
Tennessee
– -$244K -1,178 Closed
FWA
4252
FOCUS Wealth Advisors
Texas
– -$243K -1,175 Closed
PA
4253
ProCore Advisors
California
– -$243K -1,175 Closed
SPG
4254
Strategic Planning Group
Utah
– -$243K -1,175 Closed
IMT
4255
Investment Management Trust
Massachusetts
– -$243K -1,173 Closed
WWMSC
4256
Wagner Wealth Management (South Carolina)
South Carolina
– -$242K -1,172 Closed
FFP
4257
Freedom Financial Partners
Minnesota
– -$242K -1,170 Closed
PHIC
4258
Pine Haven Investment Counsel
Massachusetts
– -$242K -1,168 Closed
TA
4259
Tactive Advisors
Florida
– -$242K -1,168 Closed
SFG
4260
Southern Financial Group
Alabama
– -$241K -1,167 Closed
DA
4261
Detalus Advisors
Missouri
– -$241K -1,166 Closed
PFA
4262
Providence Financial Advisors
Kansas
– -$241K -1,165 Closed
SWA
4263
Safir Wealth Advisors
New Hampshire
– -$241K -1,163 Closed
GC
4264
Granville Capital
North Carolina
– -$240K -1,161 Closed
HAG
4265
HF Advisory Group
Maryland
– -$240K -1,159 Closed
NWMG
4266
National Wealth Management Group
Ohio
– -$239K -1,156 Closed
CCM
4267
Chaney Capital Management
Washington
– -$239K -1,155 Closed
AMG
4268
Asset Management Group
Connecticut
– -$239K -1,154 Closed
WAS
4269
WESPAC Advisors SoCal
California
– -$239K -1,154 Closed
AFM
4270
Aspetuck Financial Management
Connecticut
– -$239K -1,153 Closed
DSA
4271
Droms Strauss Advisors
Missouri
– -$238K -1,152 Closed
NC
4272
North Capital
Utah
– -$238K -1,152 Closed
GCA
4273
Gallagher Capital Advisors
Texas
– -$233K -1,145 Closed
AFS
4274
AFG Fiduciary Services
Massachusetts
– -$228K -1,144 Closed
GFM
4275
GEN Financial Management
Minnesota
– -$236K -1,142 Closed
169 170
171
172 173