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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2326
N.E.W. Advisory Services
Wisconsin
– -$101K -212 Closed
JWM
2327
JPL Wealth Management
Colorado
– -$96.8K -204 Closed
ACM
2328
Aster Capital Management
United Arab Emirates
– -$77.4K -163 Closed
CB
2329
Community Bank
New York
– -$71.3K -150 Closed
TIM
2330
Tortoise Investment Management
New York
– -$59.9K -126 Closed
SP
2331
Saranac Partners
– -$29.5K -62 Closed
NC
2332
North Capital
Utah
– -$27.6K -58 Closed
PCM
2333
Perritt Capital Management
Illinois
– -$22.2K -47 Closed
SCA
2334
Stuart Chaussee & Associates
California
– -$19.5K -41 Closed
WAG
2335
Wiser Advisor Group
Arizona
– -$19.4K -41 Closed
FLP
2336
Financial Life Planners
Arizona
– -$14.2K -30 Closed
POIA
2337
Pin Oak Investment Advisors
Texas
– -$12.9K -30 -97%
FWA
2338
Flagship Wealth Advisors
Massachusetts
– -$12.3K -26 Closed
KFP
2339
Keener Financial Planning
Texas
– -$12K -26 Closed
LFA
2340
LGT Financial Advisors
Texas
– -$9.97K -21 Closed
GFWA
2341
Grey Fox Wealth Advisors
Delaware
– -$9.03K -19 Closed
STB
2342
S&T Bank
Pennsylvania
– -$8.55K -18 Closed
HHGA
2343
Halbert Hargrove Global Advisors
California
– -$5.7K -12 Closed
HWA
2344
Heartwood Wealth Advisors
Virginia
– -$3.33K -7 Closed
FAI
2345
Fiduciary Advisors Inc
Missouri
– -$1.43K -3 Closed
SA
2346
Scarborough Advisors
Maryland
– -$475 -1 Closed
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