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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
801
Nations Financial Group
Iowa
– -$200K -2,375 Closed
VBCG
802
Valley Brook Capital Group
Pennsylvania
– -$133K -1,560 Closed
SFS
803
Sowell Financial Services
Arkansas
– -$112K -1,467 Closed
CF
804
Centaurus Financial
California
– -$105K -1,250 Closed
SC
805
Saban Cheryl
– -$85K -1,010 Closed
NL
806
NKCFO LLC
Illinois
– -$76K -900 Closed
EP
807
Eudaimonia Partners
Tennessee
– -$72K -850 Closed
SC
808
Solstein Capital
California
– -$71K -843 Closed
CI
809
CX Institutional
Indiana
– -$67K -790 Closed
CL
810
COWA LLC
Oklahoma
– -$46K -580 Closed
AI
811
ArchPoint Investors
Florida
– -$45K -535 Closed
CFB
812
Cullen/Frost Bankers
Texas
– -$42K -500 Closed
MWP
813
Meridian Wealth Partners
Pennsylvania
– -$28K -331 Closed
RWG
814
Regal Wealth Group
California
– -$25K -300 Closed
FA
815
Fortis Advisors
Pennsylvania
– -$21K -250 Closed
CAGAS
816
Capital Advisory Group Advisory Services
Minnesota
– -$14K -167 Closed
TCWM
817
Total Clarity Wealth Management
Illinois
– -$12K -141 Closed
RWB
818
RMR Wealth Builders
New Jersey
– -$10K -113 Closed
HFM
819
Hartford Financial Management
Connecticut
– -$4K -50 Closed
MLFP
820
MPS Loria Financial Planners
Illinois
– -$4K -50 Closed
SCA
821
Stonebridge Capital Advisors
Minnesota
– -$4K -50 Closed
TFO
822
Tarbox Family Office
California
– -$1K -11 Closed
RCM
823
Regency Capital Management
Hawaii
– -$1K -10 Closed
CAC
824
Certified Advisory Corp
Florida
– -$1K -6 Closed
RG
825
Retirement Group
California
– +$151 +2 +50%
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