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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3451
Wambolt & Associates
Colorado
– -$221K -3,556 Closed
TBWA
3452
Three Bridge Wealth Advisors
California
– -$220K -3,539 Closed
CE
3453
Cornerstone Enterprises
Wisconsin
– -$216K -3,464 Closed
PWC
3454
PYA Waltman Capital
Tennessee
– -$207K -3,320 Closed
SW
3455
SMART Wealth
Nebraska
– -$205K -3,291 Closed
AA
3456
Apriem Advisors
California
– -$202K -3,248 Closed
CMS
3457
Capital Market Strategies
Florida
– -$202K -3,240 Closed
EI
3458
Ellevest Inc
New York
– -$201K -3,235 Closed
EAM
3459
Evanson Asset Management
California
– -$201K -3,235 Closed
HOWA
3460
Heritage Oak Wealth Advisors
Florida
– -$201K -3,234 Closed
CFSG
3461
Community Financial Services Group
Vermont
– -$200K -3,220 Closed
OC
3462
Oarsman Capital
Wisconsin
– -$146K -2,351 Closed
RS
3463
R Squared
Hong Kong
– -$144K -2,310 Closed
PP
3464
Paloma Partners
Connecticut
– -$143K -2,291 Closed
MA
3465
Modus Advisors
Minnesota
– -$123K -1,978 Closed
WWA
3466
Wingate Wealth Advisors
Massachusetts
– -$119K -1,905 Closed
DRP
3467
Decker Retirement Planning
Utah
– -$114K -1,830 Closed
AWM
3468
Ameliora Wealth Management
Switzerland
– -$107K -1,720 Closed
PIS
3469
POM Investment Strategies
North Carolina
– -$106K -1,709 Closed
CJL
3470
Cyrus J. Lawrence
New York
– -$101K -1,626 Closed
LFA
3471
LGT Financial Advisors
Texas
– -$93.4K -1,500 Closed
FA
3472
Fedenia Advisers
Wisconsin
– -$67.6K -1,085 Closed
FFA
3473
Fairfield Financial Advisors
Massachusetts
– -$63.5K -1,019 Closed
FW
3474
Fairway Wealth
Ohio
– -$62.3K -1,000 Closed
HIM
3475
Hillsdale Investment Management
Ontario, Canada
– -$49.4K -794 Closed
136 137 138
139
140