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Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
3551
Wagner Wealth Management (South Carolina)
South Carolina
– -$274K -814 Closed
FWI
3552
Facet Wealth Inc
Maryland
– -$273K -812 Closed
IFS
3553
Ifrah Financial Services
Arkansas
– -$273K -811 Closed
EIA
3554
Eldridge Investment Advisors
New Hampshire
– -$272K -810 Closed
HBWM
3555
Hollow Brook Wealth Management
New York
– -$270K -804 Closed
IAG
3556
Investmark Advisory Group
Connecticut
– -$270K -804 Closed
MPIA
3557
Mountain Pacific Investment Advisers
Idaho
– -$270K -803 Closed
AF
3558
AtlasMark Financial
Texas
– -$269K -800 Closed
RWA
3559
RGT Wealth Advisors
Texas
– -$269K -799 Closed
MPPW
3560
Mitchell & Pahl Private Wealth
Oklahoma
– -$265K -789 Closed
AFWM
3561
AMJ Financial Wealth Management
Virginia
– -$265K -787 Closed
NS
3562
Newman & Schimel
Illinois
– -$261K -777 Closed
RTS
3563
Round Table Services
New Jersey
– -$261K -775 Closed
BA
3564
Bridge Advisory
California
– -$259K -770 Closed
BRC
3565
Bell Rock Capital
Delaware
– -$258K -767 Closed
FSWA
3566
Financial Synergies Wealth Advisors
Texas
– -$258K -767 Closed
BIM
3567
Barton Investment Management
Pennsylvania
– -$257K -765 Closed
FFG
3568
Ford Financial Group
California
– -$256K -762 Closed
CTFG
3569
Capstone Triton Financial Group
Oklahoma
– -$262K -761 Closed
GF
3570
Gries Financial
Ohio
– -$256K -760 Closed
HEIP
3571
Hudson Edge Investment Partners
New Jersey
– -$256K -760 Closed
WCWM
3572
Willow Creek Wealth Management
California
– -$256K -760 Closed
CCP
3573
Cassia Capital Partners
North Carolina
– -$252K -748 Closed
PWP
3574
Personal Wealth Partners
Minnesota
– -$252K -748 Closed
IIA
3575
Integral Investment Advisors
California
– -$251K -747 Closed
141 142
143
144 145