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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3326
Spartan Planning & Wealth Management
North Carolina
– -$208K -1,819 Closed
WCP
3327
Wealthcare Capital Partners
Pennsylvania
– -$207K -1,809 Closed
RFM
3328
Royal Fund Management
Florida
– -$206K -1,803 Closed
FWP
3329
Firethorn Wealth Partners
Georgia
– -$204K -1,784 Closed
AIM
3330
Allen Investment Management
New York
– -$203K -1,773 Closed
RWI
3331
Red Wave Investments
Pennsylvania
– -$203K -1,773 Closed
FWP
3332
Fiduciary Wealth Partners
Massachusetts
– -$203K -1,771 Closed
CS
3333
Crescent Sterling
Louisiana
– -$202K -1,764 Closed
MFA
3334
Morling Financial Advisors
California
– -$201K -1,757 Closed
RIM
3335
Redwood Investment Management
Arizona
– -$201K -1,757 Closed
PTC
3336
Philadelphia Trust Company
Pennsylvania
– -$201K -1,753 Closed
TFA
3337
Teamwork Financial Advisors
Texas
– -$201K -1,751 Closed
CCG
3338
Catalina Capital Group
California
– -$200K -1,748 Closed
SRC
3339
Sage Rhino Capital
California
– -$200K -1,748 Closed
EWA
3340
Evolution Wealth Advisors
Florida
– -$200K -1,747 Closed
TIM
3341
Tortoise Investment Management
New York
– -$174K -1,523 Closed
KFP
3342
Keener Financial Planning
Texas
– -$172K -1,505 Closed
CTC
3343
Corundum Trust Company
South Dakota
– -$154K -1,343 Closed
NIA
3344
NBZ Investment Advisors
Tennessee
– -$134K -1,173 Closed
WBC
3345
West Branch Capital
Massachusetts
– -$129K -1,126 Closed
GFWA
3346
Grey Fox Wealth Advisors
Delaware
– -$126K -1,105 Closed
HFS
3347
Hopwood Financial Services
Virginia
– -$125K -1,095 Closed
TCM
3348
TruNorth Capital Management
Michigan
– -$112K -979 Closed
PFA
3349
Pathway Financial Advisers
Indiana
– -$105K -916 Closed
RAM
3350
Ramirez Asset Management
New York
– -$103K -900 Closed
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134
135