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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
876
GeoWealth Management
Illinois
– -$52.7K -676 Closed
TPWA
877
Twin Peaks Wealth Advisors
California
– -$37.7K -554 Closed
NC
878
North Capital
Utah
– -$40.2K -516 Closed
WTFG
879
Wood Tarver Financial Group
Idaho
– -$32K -422 Closed
MYIA
880
Mount Yale Investment Advisors
Colorado
– -$21K -269 Closed
CIM
881
Contravisory Investment Management
Massachusetts
– -$20.5K -263 Closed
PFG
882
Putney Financial Group
California
– -$19.8K -254 Closed
CWM
883
CarsonAllaria Wealth Management
Illinois
– -$17.4K -224 Closed
NC
884
NewSquare Capital
Pennsylvania
– -$16.6K -213 Closed
SA
885
SRH Advisors
Kansas
– -$15.6K -200 Closed
GA
886
GoalVest Advisory
New York
– -$14.1K -181 Closed
CAM
887
Close Asset Management
United Kingdom
– -$10K -125 Closed
VWWMG
888
Vermillion & White Wealth Management Group
Pennsylvania
– -$8.1K -104 Closed
TIM
889
Total Investment Management
Arizona
– -$6.08K -78 Closed
EWA
890
EQ Wealth Advisors
Texas
– -$3.9K -50 Closed
WIM
891
Westside Investment Management
California
– -$3.9K -50 Closed
CAL
892
Capital Analysts LLC
Pennsylvania
– -$4K -47 Closed
GG
893
Gleason Group
Kentucky
– -$3.27K -42 Closed
MSFP
894
Mark Sheptoff Financial Planning
Connecticut
– -$2.73K -35 Closed
TCA
895
Trifecta Capital Advisors
Illinois
– -$2.18K -28 Closed
YP
896
YANKCOM Partnership
South Dakota
– -$2.18K -28 Closed
AIM
897
Anchor Investment Management
South Carolina
– -$1.95K -25 Closed
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$779 -10 Closed
CW
899
Curio Wealth
Maryland
– -$779 -10 Closed
AF
900
Advisornet Financial
Minnesota
– -$467 -6 Closed
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