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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1826
Liberty Wealth Management
California
– -$117K -1,827 Closed
LPIC
1827
LeJeune Puetz Investment Counsel
Michigan
– -$100K -1,565 Closed
CFA
1828
Cahill Financial Advisors
Minnesota
– -$100K -1,554 Closed
SFP
1829
Sterling Financial Planning
New Jersey
– -$95K -1,478 Closed
DOA
1830
D'Orazio & Associates
Virginia
– -$79K -1,228 Closed
GKWIM
1831
Gerber Kawasaki Wealth & Investment Management
California
– -$78K -1,218 Closed
BMD
1832
Better Money Decisions
New Mexico
– -$76K -1,189 Closed
JPLA
1833
Joseph P. Lucia & Associates
New York
– -$70K -1,091 Closed
IUHSA
1834
Itau Unibanco Holding S.A.
Brazil
– -$67K -1,045 Closed
CDIA
1835
Capital Directions Investment Advisors
Georgia
– -$55K -854 Closed
IF
1836
Ironwood Financial
Arizona
– -$49K -769 Closed
EWA
1837
Evolution Wealth Advisors
Florida
– -$48K -743 Closed
LAM
1838
Lountzis Asset Management
Pennsylvania
– -$34.5K -538 Closed
RA
1839
Resolute Advisors
California
– -$30K -474 Closed
SC
1840
Sawyer & Company
Massachusetts
– -$24K -380 Closed
ETC
1841
Exchange Traded Concepts
Oklahoma
– -$24K -377 Closed
CAGAS
1842
Capital Advisory Group Advisory Services
Minnesota
– -$20K -318 Closed
UAML
1843
US Asset Management LLC
Pennsylvania
– -$17K -263 Closed
RIA
1844
RPG Investment Advisory
California
– -$16K -252 Closed
GPA
1845
Guidance Point Advisors
Massachusetts
– -$15K -241 Closed
PWA
1846
Phoenix Wealth Advisors
North Carolina
– -$14K -223 Closed
UOTTAIMCU
1847
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$14K -220 Closed
CPWM
1848
Cypress Point Wealth Management
Texas
– -$11K -169 Closed
CPC
1849
Consolidated Planning Corp
Georgia
– -$9K -144 Closed
CWM
1850
Cranbrook Wealth Management
Michigan
– -$8K -132 Closed
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