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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3326
Pure Financial Advisors
California
– -$233K -1,050 Closed
RCI
3327
RS Crum Inc
California
– -$232K -1,044 Closed
WFA
3328
Wellspring Financial Advisors
Ohio
– -$239K -1,043 Closed
DFA
3329
DHJJ Financial Advisors
Illinois
– -$234K -1,041 Closed
W
3330
Wealthquest
Ohio
– -$350K -1,041 Closed
CPA
3331
Court Place Advisors
Maryland
– -$231K -1,040 Closed
I2I
3332
Insight 2811 Inc
Illinois
– -$231K -1,040 Closed
HCA
3333
Heck Capital Advisors
Wisconsin
– -$231K -1,039 Closed
AFS
3334
Axiom Financial Strategies
Indiana
– -$212K -1,038 Closed
PC
3335
Periscope Capital
Ontario, Canada
– -$230K -1,036 Closed
CPP
3336
Capasso Planning Partners
South Carolina
– -$230K -1,035 Closed
MFG
3337
Menard Financial Group
Texas
– -$230K -1,034 Closed
GA
3338
Gateway Advisory
New Jersey
– -$227K -1,023 Closed
ES
3339
Eagle Strategies
New York
– -$227K -1,022 Closed
AR
3340
Advisory Research
Illinois
– -$227K -1,020 Closed
FSA
3341
Financial Sense Advisors
California
– -$226K -1,017 Closed
SA
3342
Shilanski & Associates
Alaska
– -$225K -1,012 Closed
OWM
3343
Opes Wealth Management
California
– -$225K -1,011 Closed
PWM
3344
Palumbo Wealth Management
New York
– -$225K -1,010 Closed
IWS
3345
Insight Wealth Strategies
California
– -$224K -1,009 Closed
PIM
3346
Provident Investment Management
Michigan
– -$224K -1,007 Closed
IEFM
3347
IQ EQ Fund Management
Ireland
– -$223K -1,005 Closed
HNWA
3348
Henrickson Nauta Wealth Advisors
Michigan
– -$223K -1,001 Closed
EC
3349
EJF Capital
Virginia
– -$222K -1,000 Closed
GPC
3350
Garrison Point Capital
California
– -$222K -1,000 Closed
132 133
134
135 136