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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
901
Twin Peaks Wealth Advisors
California
– -$4.45K -12 Closed
CCMI
902
Creative Capital Management Investments
California
– -$4.92K -11 Closed
GC
903
GFG Capital
Florida
– -$4.92K -11 Closed
AWM
904
Activest Wealth Management
Florida
– -$3.44K -9 Closed
TFA
905
Toth Financial Advisory
Virginia
– -$3.58K -8 Closed
CWA
906
Carolina Wealth Advisors
South Carolina
– -$3.13K -7 Closed
GBT
907
Grove Bank & Trust
Florida
– -$3.13K -7 Closed
YP
908
YANKCOM Partnership
South Dakota
– -$2.68K -6 Closed
SO
909
Sierra Ocean
California
– -$2.24K -5 Closed
CH
910
Cromwell Holdings
Wyoming
– -$1.79K -4 Closed
FMP
911
Financial Management Professionals
Texas
– -$1.79K -4 Closed
T
912
TOBAM
France
– -$1K -3 Closed
CWP
913
Clark Wealth Partners
Illinois
– -$895 -2 Closed
HIA
914
HFM Investment Advisors
New Jersey
– -$895 -2 Closed
MAFA
915
MJT & Associates Financial Advisory
Minnesota
– -$895 -2 Closed
NC
916
NewSquare Capital
Pennsylvania
– -$895 -2 Closed
KG
917
Kilter Group
New York
– -$448 -1 Closed
QWM
918
Quaker Wealth Management
New Jersey
– -$448 -1 Closed
RWM
919
Rialto Wealth Management
New York
– -$448 -1 Closed
SC
920
Stephens Consulting
Michigan
– -$448 -1 Closed
T
921
Transce3nd
Texas
– -$447 -1 Closed
TWD
922
True Wealth Design
Ohio
– -$448 -1 Closed
WCM
923
WealthTrak Capital Management
Virginia
– -$448 -1 Closed
AW
924
Avion Wealth
Texas
– +$382 +1 New
CCM
925
Cloud Capital Management
Washington
– +$1.15K +3 New
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