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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3051
Conservest Capital Advisors
Pennsylvania
– -$277K -1,716 Closed
JAG
3052
Journey Advisory Group
Kentucky
– -$273K -1,709 Closed
CA
3053
CV Advisors
Florida
– -$274K -1,704 Closed
WIA
3054
World Investment Advisors
California
– -$284K -1,681 Closed
AIA
3055
Arbor Investment Advisors
North Carolina
– -$267K -1,655 Closed
AWP
3056
Ascent Wealth Partners
New York
– -$264K -1,638 Closed
TCOT
3057
Trust Company of Toledo
Ohio
– -$264K -1,635 Closed
ZF
3058
Zhang Financial
Michigan
– -$263K -1,634 Closed
AWA
3059
Aletheian Wealth Advisors
Washington
– -$263K -1,630 Closed
CCC
3060
Chelsea Counsel Company
California
– -$260K -1,613 Closed
GGI
3061
Godsey & Gibb Inc
Virginia
– -$258K -1,602 Closed
SFG
3062
Sovereign Financial Group
Connecticut
– -$254K -1,576 Closed
FWM
3063
Fairhaven Wealth Management
Illinois
– -$254K -1,575 Closed
PP
3064
PDT Partners
New York
– -$250K -1,552 Closed
OBWG
3065
Onyx Bridge Wealth Group
New York
– -$262K -1,549 Closed
DDC
3066
DF Dent & Co
Maryland
– -$304K -1,548 Closed
DSCM
3067
Del-Sette Capital Management
New York
– -$249K -1,543 Closed
HCMG
3068
Howard Capital Management Group
California
– -$248K -1,540 Closed
WAS
3069
Wealth Advisory Solutions
Indiana
– -$248K -1,535 Closed
FA
3070
Fermata Advisors
California
– -$247K -1,531 Closed
ACM
3071
Allred Capital Management
Texas
– -$244K -1,517 Closed
MIP
3072
Marietta Investment Partners
Wisconsin
– -$240K -1,486 Closed
MAM
3073
McLean Asset Management
Virginia
– -$252K -1,486 Closed
LF
3074
LifeSteps Financial
California
– -$239K -1,482 Closed
RI
3075
Rinkey Investments
California
– -$237K -1,473 Closed
121 122
123
124 125