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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2051
Cypress Wealth Services
California
– -$220K -2,048 Closed
OR
2052
Olympiad Research
Connecticut
– -$200K -2,039 Closed
PA
2053
Perennial Advisors
New York
– -$169K -1,721 Closed
AIL
2054
AGF Investments LLC
Ontario, Canada
– -$154K -1,575 Closed
KPW
2055
Kore Private Wealth
New York
– -$140K -1,435 Closed
FANJ
2056
Financial Architects (New Jersey)
New Jersey
– -$85K -870 Closed
BFIM
2057
Beese Fulmer Investment Management
Ohio
– -$85K -863 Closed
HFA
2058
Hoover Financial Advisors
Pennsylvania
– -$83K -847 Closed
CWM
2059
Campbell Wealth Management
Virginia
– -$64K -648 Closed
PIMG
2060
Patriot Investment Management Group
Tennessee
– -$59K -601 Closed
USGIU
2061
U.S. Global Investors (USGI)
Texas
– -$53K -540 Closed
SC
2062
Solstein Capital
California
– -$35K -353 Closed
JPLA
2063
Joseph P. Lucia & Associates
New York
– -$31K -314 Closed
MWA
2064
MFA Wealth Advisors
Pennsylvania
– -$24.2K -247 Closed
EWP
2065
Engrave Wealth Partners
Texas
– -$18K -185 Closed
FCM
2066
Firestone Capital Management
Florida
– -$12K -126 Closed
RDWM
2067
Red Door Wealth Management
Tennessee
– -$9K -93 Closed
HR
2068
Howe & Rusling
New York
– -$6K -61 Closed
WAMC
2069
Western Asset Management Company
California
– -$6K -57 Closed
THWM
2070
Taylor Hoffman Wealth Management
Virginia
– -$1K -7 Closed
CP
2071
Corbenic Partners
Pennsylvania
– +$215 +2 New
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