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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
4301
Asset Management Group
Connecticut
– -$239K -1,154 Closed
WAS
4302
WESPAC Advisors SoCal
California
– -$239K -1,154 Closed
AFM
4303
Aspetuck Financial Management
Connecticut
– -$239K -1,153 Closed
DSA
4304
Droms Strauss Advisors
Missouri
– -$238K -1,152 Closed
NC
4305
North Capital
Utah
– -$238K -1,152 Closed
GCA
4306
Gallagher Capital Advisors
Texas
– -$233K -1,145 Closed
AFS
4307
AFG Fiduciary Services
Massachusetts
– -$228K -1,144 Closed
GFM
4308
GEN Financial Management
Minnesota
– -$236K -1,142 Closed
HC
4309
Headland Capital
South Carolina
– -$236K -1,141 Closed
KA
4310
Kure Advisory
Minnesota
– -$236K -1,140 Closed
PCM
4311
Passive Capital Management
Maryland
– -$236K -1,139 Closed
HWA
4312
HighRoad Wealth Advisors
Oregon
– -$235K -1,135 Closed
PFM
4313
Peak Financial Management
Massachusetts
– -$235K -1,134 Closed
PFGWM
4314
Price Financial Group Wealth Management
Oregon
– -$208K -1,132 Closed
FA
4315
FSA Advisors
Michigan
– -$234K -1,129 Closed
GWM
4316
GoalFusion Wealth Management
Texas
– -$233K -1,125 Closed
FWP
4317
Forefront Wealth Partners
Texas
– -$232K -1,121 Closed
AL
4318
ADE LLC
Maryland
– -$232K -1,120 Closed
FPTW
4319
Franklin, Parlapiano, Turner & Welch
Texas
– -$209K -1,114 Closed
MCG
4320
McCollum Christoferson Group
New York
– -$230K -1,113 Closed
SC
4321
Scratch Capital
Idaho
– -$230K -1,113 Closed
KWA
4322
Kondo Wealth Advisors
California
– -$230K -1,112 Closed
SWM
4323
Stronghold Wealth Management
Florida
– -$230K -1,112 Closed
CMP
4324
Courage Miller Partners
Virginia
– -$230K -1,110 Closed
FFG
4325
Fortress Financial Group
Minnesota
– -$229K -1,107 Closed
171 172
173
174 175