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Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
3251
Hirtle Callaghan & Co
Pennsylvania
– -$301K -1,353 Closed
CBTWT
3252
Community Bank & Trust (Waco, Texas)
Texas
– -$300K -1,350 Closed
BWA
3253
Blodgett Wealth Advisors
California
– -$299K -1,345 Closed
BL
3254
BFSG LLC
California
– -$296K -1,332 Closed
WW
3255
Waterfront Wealth
Kansas
– -$297K -1,328 Closed
IF
3256
IRON Financial
Illinois
– -$294K -1,323 Closed
XF
3257
XML Financial
Maryland
– -$293K -1,316 Closed
CAC
3258
Certified Advisory Corp
Florida
– -$287K -1,291 Closed
AM
3259
Ampfield Management
New York
– -$283K -1,272 Closed
LFG
3260
Lockerman Financial Group
California
– -$283K -1,272 Closed
FPCG
3261
Fort Pitt Capital Group
Pennsylvania
– -$283K -1,271 Closed
BSAM
3262
Blue Square Asset Management
New York
– -$282K -1,270 Closed
WCM
3263
Wealthcare Capital Management
Virginia
– -$281K -1,265 Closed
TI
3264
tru Independence
Oregon
– -$278K -1,253 Closed
LFPWM
3265
Leicht Financial Planning & Wealth Management
New Jersey
– -$278K -1,250 Closed
RVPG
3266
Relative Value Partners Group
– -$276K -1,243 Closed
SAM
3267
Summit Asset Management
Tennessee
– -$276K -1,243 Closed
CC
3268
Callan Capital
California
– -$275K -1,237 Closed
EWM
3269
EPG Wealth Management
Georgia
– -$273K -1,228 Closed
MPW
3270
MA Private Wealth
California
– -$273K -1,226 Closed
OPOWM
3271
One Plus One Wealth Management
Florida
– -$273K -1,226 Closed
SG
3272
Swarthmore Group
Pennsylvania
– -$272K -1,222 Closed
CANC
3273
Culbertson A N & Co
Virginia
– -$271K -1,220 Closed
PWS
3274
Private Wealth Strategies
Ohio
– -$272K -1,220 Closed
LC
3275
Lincoln Capital
Nebraska
– -$271K -1,219 Closed
129 130
131
132 133