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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2601
Ascent Group
Virginia
– -$314K -7,114 Closed
GC
2602
Gilbert & Cook
Iowa
– -$312K -7,074 Closed
CPSAC
2603
Chas P. Smith & Associates (CPS)
Florida
– -$309K -6,991 Closed
CWM
2604
Concentrum Wealth Management
California
– -$306K -6,935 Closed
FA
2605
FDx Advisors
Illinois
– -$303K -6,856 Closed
IIA
2606
IPG Investment Advisors
California
– -$302K -6,837 Closed
PTCG
2607
Pring Turner Capital Group
California
– -$302K -6,834 Closed
QFA
2608
Quantum Financial Advisors
California
– -$302K -6,829 Closed
HIM
2609
Hillsdale Investment Management
Ontario, Canada
– -$301K -6,810 Closed
WFA
2610
WestHill Financial Advisors
California
– -$299K -6,779 Closed
AWAG
2611
ARS Wealth Advisors Group
Florida
– -$299K -6,771 Closed
RCM
2612
Requisite Capital Management
Texas
– -$298K -6,737 Closed
NRC
2613
New Republic Capital
North Carolina
– -$297K -6,727 Closed
MG
2614
Meritage Group
California
– -$296K -6,703 Closed
CAC
2615
Certified Advisory Corp
Florida
– -$296K -6,695 Closed
DA
2616
Detalus Advisors
Missouri
– -$296K -6,695 Closed
CF
2617
Cantor Fitzgerald
New York
– -$295K -6,681 Closed
WTFG
2618
Wells Trecaso Financial Group
Ohio
– -$291K -6,598 Closed
CWM
2619
Centric Wealth Management
Illinois
– -$201K -6,591 Closed
MWA
2620
Meridian Wealth Advisors
Texas
– -$291K -6,582 Closed
HP
2621
Hyperion Partners
Pennsylvania
– -$290K -6,567 Closed
SWA
2622
SFMG Wealth Advisors
Texas
– -$289K -6,554 Closed
CAM
2623
Congress Asset Management
Massachusetts
– -$285K -6,445 Closed
WHCI
2624
W.H. Cornerstone Investments
Massachusetts
– -$283K -6,401 Closed
HIG
2625
Heritage Investment Group
Florida
– -$283K -6,400 Closed
103 104
105
106 107