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Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1151
Wagner Wealth Management (South Carolina)
South Carolina
– -$27K -400 Closed
EPM
1152
Equitec Proprietary Markets
Illinois
– -$24K -356 Closed
MTWM
1153
Masso Torrence Wealth Management
New Jersey
– -$23K -352 Closed
AWA
1154
Amplius Wealth Advisors
Pennsylvania
– -$22K -342 Closed
PFPT
1155
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$21K -311 Closed
CFCI
1156
Comprehensive Financial Consultants Institutional
Indiana
– -$10K -200 Closed
FFG
1157
Ford Financial Group
California
– -$13 -200 Closed
ONST
1158
Old North State Trust
North Carolina
– -$13K -200 Closed
WBC
1159
West Branch Capital
Massachusetts
– -$13K -200 Closed
DAM
1160
Delta Asset Management
Tennessee
– -$10K -150 Closed
NL
1161
NVWM LLC
Pennsylvania
– -$8K -122 Closed
VCM
1162
Vigilant Capital Management
Maine
– -$7K -99 Closed
EWM
1163
Edge Wealth Management
New York
– -$5K -79 Closed
LWA
1164
Lenox Wealth Advisors
New York
– -$4K -53 Closed
LF
1165
Lee Financial
Texas
– -$1.51K -26 -79%
CSWM
1166
Cassady Schiller Wealth Management
Ohio
– -$2K -23 Closed
AWM
1167
Avior Wealth Management
Nebraska
– -$1K -17 Closed
CQS
1168
Credential Qtrade Securities
– -$931 -14 Closed
GA
1169
GoalVest Advisory
New York
– +$466 +8 New
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