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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2476
Ironwood Investment Management
Massachusetts
– -$215K -6,953 Closed
HCA
2477
Heck Capital Advisors
Wisconsin
– -$215K -6,946 Closed
D
2478
Diversified
Delaware
– -$215K -6,943 Closed
ACM
2479
Advance Capital Management
Michigan
– -$214K -6,924 Closed
CFG
2480
Carr Financial Group
Massachusetts
– -$214K -6,922 Closed
BA
2481
Ballast Advisors
Minnesota
– -$214K -6,912 Closed
AMG
2482
Asset Management Group
Connecticut
– -$213K -6,891 Closed
PMG
2483
ProVise Management Group
Florida
– -$213K -6,883 Closed
SWP
2484
Summit Wealth Partners
Florida
– -$213K -6,867 Closed
MF
2485
Montis Financial
Massachusetts
– -$213K -6,866 Closed
CAWM
2486
Capital Advisors Wealth Management
Washington
– -$213K -6,864 Closed
UAS
2487
United Asset Strategies
New York
– -$212K -6,857 Closed
FM
2488
Foster & Motley
Ohio
– -$212K -6,851 Closed
ACS
2489
Archford Capital Strategies
Illinois
– -$211K -6,822 Closed
CAM
2490
CPA Asset Management
Florida
– -$210K -6,789 Closed
AAM
2491
AMI Asset Management
California
– -$209K -6,750 Closed
PSFG
2492
Prairie Sky Financial Group
Illinois
– -$209K -6,750 Closed
CWG
2493
Crown Wealth Group
North Carolina
– -$209K -6,734 Closed
AA
2494
Advisory Alpha
Michigan
– -$208K -6,710 Closed
MF
2495
Meridian Financial
Massachusetts
– -$208K -6,707 Closed
BA
2496
Brightwater Advisory
Florida
– -$208K -6,704 Closed
JCM
2497
Jacobsen Capital Management
Utah
– -$208K -6,703 Closed
SWM
2498
Salvus Wealth Management
New Jersey
– -$207K -6,684 Closed
RW
2499
RVW Wealth
California
– -$207K -6,675 Closed
LFS
2500
Leibman Financial Services
Nebraska
– -$207K -6,674 Closed
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100
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