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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
651
Hazlett, Burt & Watson
West Virginia
– -$7K -50 Closed
CFO
652
CVA Family Office
Colorado
– -$7.18K -48 Closed
MFP
653
Meramec Financial Planners
Missouri
– -$6.58K -46 Closed
FPF
654
First Pacific Financial
Washington
– -$4.64K -31 Closed
AGWCA
655
Annis Gardner Whiting Capital Advisors
Florida
– -$4.04K -27 Closed
IWS
656
Intentional Wealth Strategies
Colorado
– -$2.39K -16 Closed
CH
657
Cromwell Holdings
Wyoming
– -$2.24K -15 Closed
RCM
658
Richardson Capital Management
Wisconsin
– -$1.65K -11 Closed
RWM
659
RMG Wealth Management
Wisconsin
– -$1.21K -9 Closed
AP
660
Aspect Partners
Virginia
– -$1.2K -8 Closed
KG
661
Kilter Group
New York
– -$1.2K -8 Closed
NSIM
662
North Star Investment Management
Illinois
– -$1.2K -8 Closed
SWP
663
Strategic Wealth Partners
Ohio
– -$1.05K -7 Closed
BWA
664
Basecamp Wealth Advisors
Washington
– -$897 -6 Closed
CFD
665
Creative Financial Designs
Indiana
– -$748 -5 Closed
CW
666
Curio Wealth
Maryland
– -$748 -5 Closed
LWMI
667
Legacy Wealth Management (Idaho)
Idaho
– -$748 -5 Closed
PWMA
668
Pension & Wealth Management Advisors
Massachusetts
– -$748 -5 Closed
BIM
669
Breakwater Investment Management
Washington
– -$599 -4 Closed
SHIM
670
Stone House Investment Management
Pennsylvania
– -$598 -4 Closed
JWA
671
JFS Wealth Advisors
Pennsylvania
– -$449 -3 Closed
VWM
672
Vermillion Wealth Management
Minnesota
– -$449 -3 Closed
DF
673
DecisionPoint Financial
Arizona
– -$300 -2 Closed
GSEP
674
Golden State Equity Partners
California
– -$299 -2 Closed
DPW
675
DiNuzzo Private Wealth
Pennsylvania
– -$150 -1 Closed
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