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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2501
Opal Wealth Advisors
New York
– -$226K -2,081 Closed
GFWA
2502
Grey Fox Wealth Advisors
Delaware
– -$227K -2,080 Closed
MYIA
2503
Mount Yale Investment Advisors
Colorado
– -$223K -2,056 Closed
TWM
2504
Trueblood Wealth Management
Ohio
– -$223K -2,054 Closed
WCWM
2505
Willow Creek Wealth Management
California
– -$222K -2,048 Closed
JHCP
2506
Jackson Hole Capital Partners
Oklahoma
– -$222K -2,042 Closed
MCP
2507
Mirador Capital Partners
California
– -$221K -2,038 Closed
MCM
2508
Monument Capital Management
Virginia
– -$221K -2,033 Closed
HZ
2509
Hixon Zuercher
Ohio
– -$220K -2,026 Closed
LFS
2510
Legacy Financial Strategies
Kansas
– -$220K -2,023 Closed
KWM
2511
Kolinsky Wealth Management
New Jersey
– -$219K -2,021 Closed
GF
2512
Gimbal Financial
Indiana
– -$219K -2,019 Closed
NJBEST
2513
New Jersey Better Educational Savings Trust
New Jersey
– -$217K -2,001 Closed
GCIA
2514
Gabelli & Co Investment Advisers
New York
– -$217K -2,000 Closed
WGAM
2515
Wilkinson Global Asset Management
New York
– -$217K -2,000 Closed
IAG
2516
Investmark Advisory Group
Connecticut
– -$217K -1,997 Closed
DWP
2517
Destiny Wealth Partners
Florida
– -$203K -1,984 Closed
ACS
2518
Archford Capital Strategies
Illinois
– -$215K -1,983 Closed
XF
2519
XML Financial
Maryland
– -$214K -1,976 Closed
BFG
2520
Bouchey Financial Group
New York
– -$213K -1,962 Closed
LC
2521
Landaas & Company
Wisconsin
– -$213K -1,960 Closed
PD
2522
Planning Directions
Pennsylvania
– -$212K -1,957 Closed
MCM
2523
Moore Capital Management
New York
– -$212K -1,956 Closed
JF
2524
JSF Financial
California
– -$212K -1,954 Closed
LPP
2525
Life Planning Partners
Florida
– -$212K -1,953 Closed
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101
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