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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1726
Asset Dedication LLC
California
– -$171K -10,216 Closed
CCFM
1727
Clear Creek Financial Management
Washington
– -$172K -10,182 Closed
AFA
1728
American Financial Advisors
Georgia
– -$172K -10,157 Closed
SEP
1729
Southland Equity Partners
Missouri
– -$171K -10,102 Closed
DA
1730
DSC Advisors
Illinois
– -$170K -10,069 Closed
PWM
1731
Prentice Wealth Management
New York
– -$171K -10,035 Closed
KFS
1732
Kaizen Financial Strategies
California
– -$170K -10,031 Closed
WFI
1733
West Family Investments
California
– -$169K -10,019 Closed
BFC
1734
Bedel Financial Consulting
Indiana
– -$154K -9,081 Closed
ABLA
1735
Alan B. Lancz & Associates
Ohio
– -$153K -9,057 Closed
FCMA
1736
Foresight Capital Management Advisors
Michigan
– -$104K -6,139 Closed
PVH
1737
Psagot Value Holdings
Israel
– -$88K -5,200 Closed
T
1738
TCWP
Ohio
– -$59K -3,544 Closed
DC
1739
DeDora Capital
California
– -$58K -3,423 Closed
PH
1740
Pinnacle Holdings
Oklahoma
– -$56.2K -3,323 Closed
AWA
1741
Aaron Wealth Advisors
Illinois
– -$55.4K -3,279 Closed
GAM
1742
Gemmer Asset Management
California
– -$52K -3,133 Closed
FFA
1743
Freedman Financial Associates
Massachusetts
– -$46K -2,765 Closed
CCS
1744
Crosspoint Capital Strategies
California
– -$39K -2,300 Closed
CAGAS
1745
Capital Advisory Group Advisory Services
Minnesota
– -$39K -2,278 Closed
JSAM
1746
J. Safra Asset Management
New York
– -$36K -2,000 Closed
TCWA
1747
Ten Capital Wealth Advisors
Washington
– -$25K -1,483 Closed
SCA
1748
Sandy Cove Advisors
Massachusetts
– -$21K -1,253 Closed
FA
1749
Financial Advantage
Maryland
– -$19K -1,125 Closed
TFO
1750
Tarbox Family Office
California
– -$19K -1,097 Closed
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