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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
551
First Personal Financial Services
North Carolina
– -$44K -372 Closed
FCAG
552
First Capital Advisors Group
New Jersey
– -$38K -326 Closed
PWM
553
Perigon Wealth Management
California
– -$38K -321 Closed
TG
554
TLP Group
Illinois
– -$31K -264 Closed
SWP
555
Stratos Wealth Partners
Ohio
– -$26K -221 Closed
HFP
556
Holistic Financial Partners
Indiana
– -$22K -190 Closed
IWM
557
IHT Wealth Management
Illinois
– -$15K -132 Closed
HR
558
Howe & Rusling
New York
– -$13K -108 Closed
SWP
559
Strategic Wealth Partners
Ohio
– -$12K -106 Closed
WDL
560
Well Done LLC
Michigan
– -$12K -105 Closed
ZB
561
Zions Bancorporation
Utah
– -$6K -52 Closed
MCWS
562
McKinley Carter Wealth Services
West Virginia
– -$6K -50 Closed
FANJ
563
Financial Architects (New Jersey)
New Jersey
– -$5K -40 Closed
JWA
564
JFS Wealth Advisors
Pennsylvania
– -$3K -23 Closed
ML
565
McAdam LLC
Pennsylvania
– -$2K -15 Closed
KF
566
Krilogy Financial
Missouri
– -$2K -13 Closed
CIP
567
Convergence Investment Partners
Florida
– -$1K -9 Closed
LFG
568
LifePlan Financial Group
Ohio
– -$1K -6 Closed
PCP
569
Proficio Capital Partners
Massachusetts
– -$1K -5 Closed
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