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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1801
World Equity Group
Illinois
– -$372K -1,373 Closed
FFG
1802
Fortem Financial Group
California
– -$307K -1,157 Closed
WP
1803
WMS Partners
Maryland
– -$301K -1,135 Closed
BAM
1804
Bosun Asset Management
Illinois
– -$290K -1,093 Closed
AWM
1805
Accurate Wealth Management
Florida
– -$271K -1,092 Closed
DCM
1806
Donaldson Capital Management
Indiana
– -$276K -1,041 Closed
HPCM
1807
Hunter Perkins Capital Management
Illinois
– -$272K -1,025 Closed
IP
1808
Ignite Planners
California
– -$264K -1,017 Closed
CNBT
1809
Canandaigua National Bank & Trust
New York
– -$267K -1,007 Closed
CFG
1810
Citizens Financial Group
Rhode Island
– -$267K -1,007 Closed
WMC
1811
Westwood Management Corporation
Illinois
– -$265K -1,000 Closed
WP
1812
Westmount Partners
California
– -$243K -917 Closed
EP
1813
Eudaimonia Partners
Tennessee
– -$243K -916 Closed
FMN
1814
Financial Management Network
California
– -$234K -899 Closed
CPRC
1815
Consolidated Portfolio Review Corp
New York
– -$235K -889 Closed
OFW
1816
Omnia Family Wealth
Florida
– -$233K -876 Closed
WIA
1817
World Investment Advisors
California
– -$229K -860 Closed
PWMG
1818
Pinnacle Wealth Management Group
Michigan
– -$225K -850 Closed
RTC
1819
Riverview Trust Company
Washington
– -$220K -831 Closed
CIP
1820
Capital Insight Partners
Arizona
– -$219K -828 Closed
EW
1821
Evoke Wealth
California
– -$220K -826 Closed
PMG
1822
ProVise Management Group
Florida
– -$215K -812 Closed
SAM
1823
Sawgrass Asset Management
Florida
– -$215K -810 Closed
SHFA
1824
SC&H Financial Advisors
Maryland
– -$213K -803 Closed
NAS
1825
Nicolet Advisory Services
Wisconsin
– -$207K -794 Closed
71 72
73
74 75