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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
3201
Southland Equity Partners
Missouri
– -$236K -1,904 Closed
LSWP
3202
Liberty Square Wealth Partners
Pennsylvania
– -$235K -1,892 Closed
SSWM
3203
Smith Salley Wealth Management
North Carolina
– -$233K -1,879 Closed
SFC
3204
Strategic Financial Concepts
Texas
– -$232K -1,870 Closed
PWA
3205
Prairie Wealth Advisors
Nebraska
– -$227K -1,823 Closed
KWM
3206
Kingsman Wealth Management
Florida
– -$225K -1,815 Closed
TCWM
3207
Total Clarity Wealth Management
Illinois
– -$225K -1,814 Closed
BCMLT
3208
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$224K -1,808 Closed
DA
3209
Drake & Associates
Wisconsin
– -$224K -1,803 Closed
BCM
3210
Bluefin Capital Management
New York
– -$223K -1,800 Closed
FAM
3211
Flaharty Asset Management
Florida
– -$223K -1,796 Closed
WWA
3212
Wingate Wealth Advisors
Massachusetts
– -$222K -1,794 Closed
LWM
3213
Laidlaw Wealth Management
New York
– -$222K -1,788 Closed
OCPWS
3214
One Charles Private Wealth Services
Massachusetts
– -$221K -1,784 Closed
FTA
3215
Financial & Tax Architects
Missouri
– -$218K -1,762 Closed
LW
3216
Linscomb Wealth
Texas
– -$218K -1,761 Closed
KIC
3217
Kensington Investment Counsel
California
– -$218K -1,756 Closed
SSWM
3218
Strait & Sound Wealth Management
California
– -$218K -1,756 Closed
JFGLC
3219
Johnson Financial Group LLC (Colorado)
Colorado
– -$216K -1,743 Closed
PRTG
3220
Post Resch Tallon Group
New York
– -$216K -1,743 Closed
USWIA
3221
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$216K -1,742 Closed
JE
3222
JMAC Enterprises
Pennsylvania
– -$216K -1,741 Closed
SGWM
3223
Sterling Group Wealth Management
California
– -$216K -1,741 Closed
AC
3224
Annandale Capital
Texas
– -$216K -1,739 Closed
PMWMG
3225
Parr McKnight Wealth Management Group
Minnesota
– -$215K -1,737 Closed
127 128
129
130 131