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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2751
Liberty Wealth Management
California
– -$212K -604 Closed
LWP
2752
Legacy Wealth Planning
Nevada
– -$208K -597 Closed
FA
2753
Fermata Advisors
California
– -$205K -589 Closed
ACG
2754
Allen Capital Group
Nebraska
– -$203K -584 Closed
XF
2755
XML Financial
Maryland
– -$201K -577 Closed
FRM
2756
Fox Run Management
Connecticut
– -$200K -576 Closed
EWA
2757
Evolution Wealth Advisors
Florida
– -$169K -487 Closed
LAM
2758
Lountzis Asset Management
Pennsylvania
– -$162K -465 Closed
SIMG
2759
Stephens Investment Management Group
Texas
– -$150K -430 Closed
CPC
2760
Consolidated Planning Corp
Georgia
– -$110K -317 Closed
IUHSA
2761
Itau Unibanco Holding S.A.
Brazil
– -$103K -296 Closed
CAGAS
2762
Capital Advisory Group Advisory Services
Minnesota
– -$86K -248 Closed
RA
2763
Resolute Advisors
California
– -$78K -225 Closed
JPLA
2764
Joseph P. Lucia & Associates
New York
– -$72K -207 Closed
IF
2765
Ironwood Financial
Arizona
– -$62K -179 Closed
TCM
2766
Tradewinds Capital Management
Washington
– -$46K -132 Closed
AL
2767
ADE LLC
Maryland
– -$35K -100 Closed
KIG
2768
Kowal Investment Group
Wisconsin
– -$26K -75 Closed
APWA
2769
Atlas Private Wealth Advisors
New Jersey
– -$23K -67 Closed
BMD
2770
Better Money Decisions
New Mexico
– -$21K -60 Closed
EWM
2771
Edge Wealth Management
New York
– -$9K -25 Closed
CTB
2772
Country Trust Bank
Illinois
– -$7K -20 Closed
NWM
2773
Navigation Wealth Management
Colorado
– -$7K -19 Closed
RCM
2774
Ravenstone Capital Management
– -$6.26K -18 Closed
DFCM
2775
Dark Forest Capital Management
Puerto Rico
– -$6K -17 Closed
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112