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Name Holding Trade Value Shares
Change 		Change in
Stake
KM
2451
Kalos Management
Georgia
– -$222K -1,711 Closed
BHTS
2452
Bar Harbor Trust Services
Maine
– -$217K -1,670 Closed
SLF
2453
Sun Life Financial
Ontario, Canada
– -$217K -1,669 Closed
PP
2454
Patron Partners
Texas
– -$209K -1,611 Closed
GWM
2455
GoalFusion Wealth Management
Texas
– -$208K -1,603 Closed
FZCM
2456
Flynn Zito Capital Management
New York
– -$208K -1,601 Closed
FEG
2457
Fund Evaluation Group
Ohio
– -$207K -1,591 Closed
SICM
2458
Sustainable Insight Capital Management
New York
– -$202K -1,557 Closed
WLIM
2459
White Lighthouse Investment Management
Massachusetts
– -$201K -1,547 Closed
CFCI
2460
Comprehensive Financial Consultants Institutional
Indiana
– -$201K -1,459 Closed
PIM
2461
Platinum Investment Management
Australia
– -$185K -1,426 Closed
CSIA
2462
Carl Stuart Investment Advisor
Texas
– -$119K -917 Closed
GAM
2463
Gemmer Asset Management
California
– -$115K -886 Closed
FFA
2464
Freedman Financial Associates
Massachusetts
– -$114K -878 Closed
T
2465
TCWP
Ohio
– -$94K -730 Closed
ACM
2466
Aquatic Capital Management
Illinois
– -$91K -700 Closed
FA
2467
Financial Advantage
Maryland
– -$58K -450 Closed
KC
2468
Kepos Capital
New York
– -$58K -449 Closed
TFO
2469
Tarbox Family Office
California
– -$49K -374 Closed
PAG
2470
Paladin Advisory Group
Iowa
– -$47K -348 Closed
LAS
2471
Lloyd Advisory Services
Georgia
– -$44K -341 Closed
MFA
2472
McClarren Financial Advisors
Pennsylvania
– -$44K -341 Closed
PI
2473
Parkside Investments
Illinois
– -$31K -240 Closed
CF
2474
Concorde Financial
Texas
– -$22K -168 Closed
NIM
2475
NuWave Investment Management
New Jersey
– -$20K -152 Closed
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