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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3151
Palisade Capital Management
New Jersey
– -$247K -2,168 Closed
CFP
3152
Cascade Financial Partners
California
– -$246K -2,160 Closed
CA
3153
CSM Advisors
Pennsylvania
– -$246K -2,159 Closed
BAG
3154
Bridgewealth Advisory Group
California
– -$245K -2,155 Closed
NI
3155
Natural Investments
California
– -$244K -2,147 Closed
AF
3156
Affiance Financial
Minnesota
– -$242K -2,124 Closed
FC
3157
Financial Council
Maryland
– -$240K -2,113 Closed
PFG
3158
Prosperity Financial Group
California
– -$238K -2,090 Closed
GWM
3159
Greenhouse Wealth Management
Connecticut
– -$236K -2,079 Closed
AWP
3160
Atlas Wealth Partners
Pennsylvania
– -$238K -2,075 Closed
CWMP
3161
Clarion Wealth Managment Partners
Virginia
– -$236K -2,070 Closed
RFA
3162
Resurgent Financial Advisors
Georgia
– -$234K -2,061 Closed
SWTS
3163
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$233K -2,045 Closed
KIG
3164
Kennedy Investment Group
New Jersey
– -$233K -2,044 Closed
ABWM
3165
Alpine Bank Wealth Management
Colorado
– -$232K -2,039 Closed
TPCM
3166
Templeton & Phillips Capital Management
Tennessee
– -$232K -2,039 Closed
DWG
3167
Darden Wealth Group
Michigan
– -$231K -2,032 Closed
IFS
3168
Ifrah Financial Services
Arkansas
– -$231K -2,030 Closed
FFC
3169
Frederick Financial Consultants
Maryland
– -$231K -2,028 Closed
NHT
3170
New Hampshire Trust
New Hampshire
– -$230K -2,023 Closed
TW
3171
Towerpoint Wealth
California
– -$230K -2,022 Closed
IAG
3172
Investment Advisory Group
Massachusetts
– -$230K -2,018 Closed
AP
3173
Anchyra Partners
Georgia
– -$229K -2,009 Closed
IPW
3174
Impact Partnership Wealth
Georgia
– -$228K -2,008 Closed
TIAM2
3175
Tru Independence Asset Management 2
Oregon
– -$230K -2,005 Closed
125 126
127
128 129