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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3351
Orgel Wealth Management
Wisconsin
– -$222K -1,000 Closed
WMP
3352
Wealth Management Partners
Arizona
– -$243K -1,000 Closed
BAM
3353
Brave Asset Management
New Jersey
– -$222K -998 Closed
MWA
3354
MFA Wealth Advisors
Pennsylvania
– -$220K -983 Closed
IIA
3355
ICW Investment Advisors
Arizona
– -$216K -971 Closed
CSWG
3356
Cardinal Strategic Wealth Guidance
Kentucky
– -$215K -968 Closed
3F
3357
360 Financial
Minnesota
– -$225K -964 Closed
VCP
3358
Vista Capital Partners
Oregon
– -$214K -964 Closed
NCM
3359
Nelson Capital Management
California
– -$213K -956 Closed
AWM
3360
Aberdeen Wealth Management
Illinois
– -$211K -950 Closed
SA
3361
SAM Advisors
California
– -$211K -948 Closed
VC
3362
Veery Capital
Delaware
– -$210K -944 Closed
FFMBT
3363
First Farmers & Merchants Bank Trust
Tennessee
– -$210K -943 Closed
FEM
3364
Fulcrum Equity Management
Texas
– -$209K -940 Closed
UFA
3365
US Financial Advisors
Massachusetts
– -$209K -940 Closed
C
3366
CEDRUS
Colorado
– -$209K -938 Closed
IIM
3367
Ironwood Investment Management
Massachusetts
– -$208K -936 Closed
VFP
3368
Verus Financial Partners
Virginia
– -$200K -934 Closed
BOM
3369
Bank of Marin
California
– -$207K -932 Closed
JMFC
3370
J.M. Forbes & Co
Massachusetts
– -$207K -931 Closed
PFM
3371
Peak Financial Management
Massachusetts
– -$207K -931 Closed
RB
3372
Rodgers Brothers
Pennsylvania
– -$207K -930 Closed
NWMG
3373
National Wealth Management Group
Ohio
– -$206K -927 Closed
BIA
3374
Barry Investment Advisors
Massachusetts
– -$205K -924 Closed
CFP
3375
Curran Financial Partners
South Carolina
– -$205K -924 Closed
133 134
135
136 137