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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1651
Visionary Wealth Advisors
Illinois
– -$212K -3,724 Closed
PWAG
1652
Polaris Wealth Advisory Group
California
– -$207K -3,714 Closed
FANJ
1653
Financial Architects (New Jersey)
New Jersey
– -$211K -3,700 Closed
BWM
1654
BCS Wealth Management
Tennessee
– -$211K -3,698 Closed
CWM
1655
Calamos Wealth Management
Illinois
– -$210K -3,690 Closed
CCB
1656
Country Club Bank
Missouri
– -$217K -3,690 Closed
BRM
1657
Boston Research & Management
Massachusetts
– -$209K -3,676 Closed
SXL
1658
Summit X LLC
Missouri
– -$210K -3,666 Closed
FNBSF
1659
First National Bank Sioux Falls
South Dakota
– -$208K -3,650 Closed
ST
1660
Sabal Trust
Florida
– -$207K -3,644 Closed
MWP
1661
Meridian Wealth Partners
Pennsylvania
– -$208K -3,642 Closed
NIM
1662
Northeast Investment Management
Massachusetts
– -$207K -3,632 Closed
LWM
1663
Loveless Wealth Management
Montana
– -$207K -3,624 Closed
LA
1664
LexAurum Advisors
Kansas
– -$206K -3,619 Closed
BCMO
1665
Buckingham Capital Management (Ohio)
Ohio
– -$205K -3,602 Closed
LK
1666
Lumbard & Kellner
New Hampshire
– -$202K -3,547 Closed
RPC
1667
Rossmore Private Capital
Connecticut
– -$202K -3,538 Closed
TA
1668
TruWealth Advisors
Louisiana
– -$201K -3,534 Closed
EFG
1669
Everhart Financial Group
Ohio
– -$200K -3,510 Closed
PP
1670
PDS Planning
Ohio
– -$198K -3,469 Closed
AG
1671
AIA Group
Hong Kong
– -$182K -3,199 Closed
BFC
1672
Bedel Financial Consulting
Indiana
– -$182K -3,197 Closed
ADL
1673
Asset Dedication LLC
California
– -$168K -2,916 Closed
PH
1674
Pinnacle Holdings
Oklahoma
– -$164K -2,878 Closed
EAM
1675
Evanson Asset Management
California
– -$153K -2,677 Closed
65 66
67
68 69