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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
Challenger Wealth Management
California
– -$262K -2,357 Closed
HOWA
3202
Heritage Oak Wealth Advisors
Florida
– -$259K -2,327 Closed
CWA
3203
CJM Wealth Advisers
Virginia
– -$259K -2,325 Closed
CRI
3204
Colonial River Investments
Virginia
– -$253K -2,276 Closed
HA
3205
Hofer & Associates
California
– -$248K -2,223 Closed
CCP
3206
Carmel Capital Partners
California
– -$246K -2,209 Closed
FWM
3207
FMA Wealth Management
Massachusetts
– -$245K -2,200 Closed
SIM
3208
Seaview Investment Managers
Florida
– -$245K -2,197 Closed
JWBC
3209
John W. Bristol & Co
New York
– -$244K -2,192 Closed
CCB
3210
Cutter & Co Brokerage
Missouri
– -$243K -2,179 Closed
DBRC
3211
D.B. Root & Company
Pennsylvania
– -$242K -2,170 Closed
PPC
3212
Pennington Partners & Co
Maryland
– -$242K -2,164 Closed
MCP
3213
Mirador Capital Partners
California
– -$240K -2,155 Closed
MFG
3214
Monte Financial Group
Connecticut
– -$240K -2,154 Closed
LAM
3215
Lewis Asset Management
California
– -$240K -2,151 Closed
CCT
3216
Capital City Trust
Florida
– -$239K -2,146 Closed
AWM
3217
Avaii Wealth Management
Wisconsin
– -$238K -2,141 Closed
ISFAN
3218
Investor's Fiduciary Advisor Network
Washington
– -$238K -2,139 Closed
PFP
3219
Paragon Financial Partners
California
– -$236K -2,116 Closed
IAP
3220
Indie Asset Partners
Indiana
– -$234K -2,104 Closed
MHC
3221
May Hill Capital
Massachusetts
– -$233K -2,095 Closed
BWG
3222
Boomfish Wealth Group
Georgia
– -$231K -2,078 Closed
MWP
3223
Meridian Wealth Partners
Pennsylvania
– -$231K -2,073 Closed
DFP
3224
Defined Financial Planning
California
– -$230K -2,062 Closed
PWM
3225
PMG Wealth Management
Illinois
– -$229K -2,054 Closed
127 128
129
130 131