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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3326
Birchcreek Wealth Management
Ohio
– -$215K -2,232 Closed
KNW
3327
Kesler Norman & Wride
Utah
– -$213K -2,210 Closed
MF
3328
Montis Financial
Massachusetts
– -$212K -2,200 Closed
ARC
3329
Advisor Resource Council
Texas
– -$212K -2,199 Closed
PAM
3330
PVG Asset Management
Colorado
– -$211K -2,194 Closed
BOPW
3331
Brandywine Oak Private Wealth
Pennsylvania
– -$207K -2,154 Closed
NRI
3332
NFP Retirement Inc
California
– -$206K -2,141 Closed
SFC
3333
Strategic Financial Concepts
Texas
– -$204K -2,120 Closed
CWM
3334
Concentrum Wealth Management
California
– -$203K -2,113 Closed
GJWM
3335
Gilliland Jeter Wealth Management
Arkansas
– -$140K -1,453 Closed
MIM
3336
Macroview Investment Management
Maryland
– -$114K -1,187 Closed
FCM
3337
Fourpath Capital Management
Oklahoma
– -$101K -1,050 Closed
HGA
3338
Hobbs Group Advisors
South Carolina
– -$99.4K -1,034 Closed
DWS
3339
Dynamic Wealth Strategies
California
– -$76K -792 Closed
RWM
3340
Reston Wealth Management
Virginia
– -$71.9K -747 Closed
CFG
3341
Copley Financial Group
California
– -$70.4K -732 Closed
VAMG
3342
Voisard Asset Management Group
Michigan
– -$58.1K -604 Closed
LFA
3343
Livelsberger Financial Advisory
Ohio
– -$56.7K -589 Closed
PS
3344
Planned Solutions
California
– -$56K -582 Closed
CPA
3345
Clear Point Advisors
New York
– -$42.9K -446 Closed
IAS
3346
IMA Advisory Services
Colorado
– -$36.2K -376 Closed
LFASL
3347
Lugano Financial Advisors SA (LFA)
Switzerland
– -$28.9K -300 Closed
SFCL
3348
Strengthening Families & Communities LLC
Massachusetts
– -$23.2K -241 Closed
BOC
3349
Bull Oak Capital
California
– -$22.1K -230 Closed
SWM
3350
Shelton Wealth Management
Texas
– -$19.3K -201 Closed
131 132 133
134
135