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Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
3701
Berkshire Money Management
Massachusetts
– -$416K -729 Closed
CIA
3702
Caerus Investment Advisors
Texas
– -$413K -724 Closed
XWM
3703
Xcel Wealth Management
Florida
– -$410K -719 Closed
PCM
3704
Polymer Capital Management
New York
– -$405K -710 Closed
TDB
3705
Thompson David Blair
– -$395K -692 Closed
FC
3706
Farringdon Capital
United Kingdom
– -$394K -690 Closed
FTA
3707
Financial & Tax Architects
Missouri
– -$386K -676 Closed
CAS
3708
Coppell Advisory Solutions
Texas
– -$389K -673 Closed
QWM
3709
QP Wealth Management
New Jersey
– -$372K -652 Closed
CAGAS
3710
Capital Advisory Group Advisory Services
Minnesota
– -$367K -642 Closed
LWP
3711
LeClair Wealth Partners
Ohio
– -$360K -630 Closed
GIPW
3712
Granite Islands Private Wealth
Connecticut
– -$356K -624 Closed
SLT
3713
St Louis Trust
Missouri
– -$353K -619 Closed
CAP
3714
Cordoba Advisory Partners
New York
– -$348K -610 Closed
LFA
3715
Level Financial Advisors
New York
– -$348K -609 Closed
CFA
3716
Churchill Financial Advisors
Kentucky
– -$343K -600 Closed
GI
3717
Gradient Investments
Minnesota
– -$339K -594 Closed
SA
3718
Strategic Advocates
Utah
– -$327K -567 Closed
AFS
3719
Anderson Financial Strategies
Ohio
– -$322K -564 Closed
NWWA
3720
New Wave Wealth Advisors
Arkansas
– -$319K -559 Closed
KPPF
3721
Klein Pavlis & Peasley Financial
California
– -$313K -549 Closed
ACM
3722
Andina Capital Management
Utah
– -$313K -548 Closed
CWA
3723
Cura Wealth Advisors
Illinois
– -$307K -537 Closed
CA
3724
Clune & Associates
Illinois
– -$306K -536 Closed
MCIA
3725
Mountain Capital Investment Advisors
Colorado
– -$280K -535 Closed
147 148
149
150 151