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Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1776
NFP Retirement Inc
California
– -$207K -910 Closed
GWA
1777
Gutierrez Wealth Advisory
Arkansas
– -$203K -892 Closed
SWM
1778
Silverlake Wealth Management
Vermont
– -$202K -888 Closed
NA
1779
Nautilus Advisors
California
– -$200K -880 Closed
OW
1780
Olistico Wealth
Oklahoma
– -$194K -855 Closed
FWA
1781
FSM Wealth Advisors
Ohio
– -$200K -852 Closed
QT
1782
Quantbot Technologies
New York
– -$186K -819 Closed
BCMLT
1783
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$143K -631 Closed
LFA
1784
Livelsberger Financial Advisory
Ohio
– -$139K -613 Closed
AWM
1785
Avondale Wealth Management
Texas
– -$136K -600 Closed
GM
1786
GeoWealth Management
Illinois
– -$73.6K -324 Closed
PFG
1787
Putney Financial Group
California
– -$58.6K -258 Closed
FC
1788
Family CFO
California
– -$45.5K -200 Closed
EDRH
1789
Edmond de Rothschild Holding
Switzerland
– -$43.4K -191 Closed
SO
1790
Sierra Ocean
California
– -$38.7K -170 Closed
PSFG
1791
Park Square Financial Group
Georgia
– -$37.5K -165 Closed
ATC
1792
Advantage Trust Company
Kansas
– -$34.1K -150 Closed
BFP
1793
Briaud Financial Planning
Texas
– -$29K -129 Closed
NC
1794
NewSquare Capital
Pennsylvania
– -$27.7K -122 Closed
TPWA
1795
Twin Peaks Wealth Advisors
California
– -$27.6K -120 Closed
GWM
1796
Gitterman Wealth Management
New Jersey
– -$26.4K -116 Closed
MAM
1797
Morse Asset Management
Connecticut
– -$22.7K -100 Closed
VWM
1798
Valley Wealth Managers
New Jersey
– -$22.7K -100 Closed
T
1799
Transce3nd
Texas
– -$19.1K -84 Closed
VFIC
1800
Valley Forge Investment Consultants
Pennsylvania
– -$11.4K -50 Closed
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