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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3501
Nolet Wealth Management
Texas
– -$421K -4,378 Closed
CS
3502
Capital Square
Tennessee
– -$403K -4,364 Closed
SC
3503
SummitTX Capital
Texas
– -$406K -4,224 Closed
FTEA
3504
Forty-three Eighteen Advisors
Arkansas
– -$405K -4,209 Closed
OL
3505
Owen LaRue
Kentucky
– -$402K -4,181 Closed
DBRC
3506
D.B. Root & Company
Pennsylvania
– -$394K -4,093 Closed
FEM
3507
Fulcrum Equity Management
Texas
– -$392K -4,081 Closed
UWP
3508
Uniting Wealth Partners
Kansas
– -$392K -4,078 Closed
BAS
3509
Breakthru Advisory Services
Wisconsin
– -$378K -3,932 Closed
NC
3510
NewSquare Capital
Pennsylvania
– -$375K -3,902 Closed
RIS
3511
Richmond Investment Services
Wisconsin
– -$359K -3,731 Closed
VAM
3512
Virtue Asset Management
Illinois
– -$356K -3,707 Closed
CCMG
3513
Connecticut Capital Management Group
Connecticut
– -$354K -3,678 Closed
PWSG
3514
Pacific Wealth Strategies Group
California
– -$351K -3,650 Closed
LCAM
3515
London & Capital Asset Management
United Kingdom
– -$349K -3,628 Closed
KPWG
3516
KFA Private Wealth Group
Virginia
– -$343K -3,571 Closed
SFWC
3517
Strategic Family Wealth Counselors
New Jersey
– -$343K -3,567 Closed
MC
3518
Marest Capital
California
– -$342K -3,556 Closed
E3F
3519
Eight 31 Financial
Texas
– -$337K -3,500 Closed
VPF
3520
Vantage Point Financial
Illinois
– -$337K -3,500 Closed
LWA
3521
Legacy Wealth Advisors
Florida
– -$335K -3,488 Closed
CIA
3522
Caerus Investment Advisors
Texas
– -$334K -3,477 Closed
CFS
3523
Commonwealth Financial Services
West Virginia
– -$327K -3,396 Closed
MAP
3524
Moody Aldrich Partners
Massachusetts
– -$320K -3,331 Closed
AFWM
3525
Arta Finance Wealth Management
California
– -$315K -3,281 Closed
139 140
141
142 143