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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
3376
Intrepid Financial Planning Group
Indiana
– -$227K -3,162 Closed
NQWM
3377
Northwest Quadrant Wealth Management
Oregon
– -$225K -3,133 Closed
EWA
3378
Etesian Wealth Advisors
Oregon
– -$225K -3,126 Closed
MF
3379
Meridian Financial
Massachusetts
– -$224K -3,116 Closed
BA
3380
Bristlecone Advisors
Washington
– -$224K -3,111 Closed
PIAS
3381
PCA Investment Advisory Services
Ohio
– -$223K -3,099 Closed
PP
3382
Patron Partners
Texas
– -$222K -3,089 Closed
EIM
3383
Ervin Investment Management
Washington
– -$222K -3,087 Closed
SP
3384
SWS Partners
Ohio
– -$222K -3,084 Closed
OFW
3385
Omnia Family Wealth
Florida
– -$223K -3,079 Closed
CI
3386
Ceera Investments
Texas
– -$221K -3,078 Closed
ACM
3387
Aljian Capital Management
Nevada
– -$221K -3,071 Closed
WAOI
3388
Wealth Advisors of Iowa
Iowa
– -$220K -3,068 Closed
M1FG
3389
Mach-1 Financial Group
Arkansas
– -$220K -3,055 Closed
SCM
3390
Saxony Capital Management
Missouri
– -$219K -3,054 Closed
WW
3391
Westshore Wealth
California
– -$219K -3,054 Closed
HHWM
3392
Hiley Hunt Wealth Management
Nebraska
– -$219K -3,045 Closed
RCM
3393
Ridgepath Capital Management
Tennessee
– -$218K -3,037 Closed
NJBEST
3394
New Jersey Better Educational Savings Trust
New Jersey
– -$218K -3,028 Closed
PFG
3395
PAX Financial Group
Texas
– -$217K -3,020 Closed
WWP
3396
Waypoint Wealth Partners
California
– -$217K -3,017 Closed
SFMG
3397
Sage Financial Management Group
Virginia
– -$217K -3,016 Closed
CWM
3398
Cherrydale Wealth Management
New Jersey
– -$217K -3,015 Closed
SCA
3399
Southern Capital Advisors
Tennessee
– -$217K -3,015 Closed
AWS
3400
Aspen Wealth Strategies
Colorado
– -$216K -3,005 Closed
134 135
136
137 138