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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2551
Personal Wealth Partners
Minnesota
– -$203K -3,756 Closed
DLG
2552
Daniel L. Goodwin
– -$203K -3,750 Closed
FC
2553
FCA Corp
Texas
– -$203K -3,743 Closed
LSC
2554
Lesa Sroufe & Co
Washington
– -$202K -3,737 Closed
AHB
2555
Abner Herrman & Brock
New Jersey
– -$201K -3,713 Closed
PD
2556
Planning Directions
Pennsylvania
– -$201K -3,705 Closed
PIA
2557
Powell Investment Advisors
Florida
– -$200K -3,670 Closed
WPC
2558
White Pine Capital
Minnesota
– -$200K -3,515 Closed
GAM
2559
GVO Asset Management
Switzerland
– -$135K -2,489 Closed
MA
2560
Modus Advisors
Minnesota
– -$120K -2,214 Closed
PA
2561
Perennial Advisors
New York
– -$115K -2,131 Closed
SAS
2562
Stelac Advisory Services
New York
– -$104K -1,913 Closed
BBL
2563
Beck Bode LLC
Massachusetts
– -$73K -1,358 Closed
FFG
2564
Ford Financial Group
California
– -$54K -1,006 Closed
TI
2565
tru Independence
Oregon
– -$54K -1,003 Closed
SL
2566
Savior LLC
Massachusetts
– -$45.4K -815 -100%
PSIWM
2567
Paradigm Strategies in Wealth Management
Minnesota
– -$30K -556 Closed
MFG
2568
Monumental Financial Group
Maryland
– -$27K -500 Closed
IP
2569
Isthmus Partners
Wisconsin
– -$22K -400 Closed
PC
2570
Permanens Capital
New York
– -$17K -307 Closed
LGWM
2571
Litman Gregory Wealth Management
California
– -$272 -272 Closed
FQ
2572
First Quadrant
California
– -$8K -154 Closed
SFO
2573
Standard Family Office
South Dakota
– -$8K -146 Closed
M1FG
2574
Mach-1 Financial Group
Arkansas
– -$7K -137 Closed
BFA
2575
Brendel Financial Advisors
New Hampshire
– -$1K -13 Closed
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