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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2626
Matrix Private Capital Group
New York
– -$263K -4,399 Closed
ACG
2627
Allen Capital Group
Nebraska
– -$259K -4,330 Closed
CCFM
2628
Clear Creek Financial Management
Washington
– -$254K -4,252 Closed
PG
2629
Prostatis Group
Maryland
– -$251K -4,196 Closed
PFA
2630
Pathway Financial Advisors
Vermont
– -$235K -3,926 Closed
TIM
2631
Total Investment Management
Arizona
– -$232K -3,884 Closed
JCM
2632
Jag Capital Management
Missouri
– -$232K -3,880 Closed
ETS
2633
ESL Trust Services
New York
– -$231K -3,850 Closed
WC
2634
Westhampton Capital
North Carolina
– -$228K -3,803 Closed
PFA
2635
Pettinga Financial Advisors
Indiana
– -$227K -3,802 Closed
SSWM
2636
Smith Salley Wealth Management
North Carolina
– -$226K -3,774 Closed
SC
2637
Soundwatch Capital
Connecticut
– -$224K -3,772 Closed
FAM
2638
Fenimore Asset Management
New York
– -$226K -3,770 Closed
UWPG
2639
Ullmann Wealth Partners Group
Florida
– -$225K -3,757 Closed
PWM
2640
PBMares Wealth Management
Virginia
– -$224K -3,746 Closed
WTFG
2641
Wells Trecaso Financial Group
Ohio
– -$224K -3,741 Closed
TCBWMS
2642
Texas Capital Bank Wealth Management Services
Texas
– -$224K -3,736 Closed
CIP
2643
Capital Insight Partners
Arizona
– -$223K -3,735 Closed
WAM
2644
Wakefield Asset Management
Colorado
– -$223K -3,721 Closed
NEWAS
2645
N.E.W. Advisory Services
Wisconsin
– -$221K -3,691 Closed
HWMG
2646
Hurlow Wealth Management Group
Indiana
– -$215K -3,676 Closed
HR
2647
Hayden Royal
North Carolina
– -$219K -3,666 Closed
BFG
2648
Bouchey Financial Group
New York
– -$217K -3,627 Closed
SDWMA
2649
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$217K -3,627 Closed
SNBOSD
2650
Security National Bank of So Dak
Iowa
– -$216K -3,615 Closed
104 105
106
107 108