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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2201
Planning Directions
Pennsylvania
– -$222K -3,503 Closed
GSIS
2202
Global Strategic Investment Solutions
Arizona
– -$222K -3,501 Closed
OWM
2203
Opes Wealth Management
California
– -$222K -3,494 Closed
CASB
2204
Cape Ann Savings Bank
Massachusetts
– -$219K -3,450 Closed
TFS
2205
Thoroughbred Financial Services
Tennessee
– -$218K -3,436 Closed
BB
2206
Burford Brothers
Texas
– -$218K -3,427 Closed
WCF
2207
West Coast Financial
California
– -$216K -3,401 Closed
BWM
2208
Baron Wealth Management
Michigan
– -$215K -3,389 Closed
GF
2209
GGM Financials
Ohio
– -$215K -3,382 Closed
HVIA
2210
Hudson Valley Investment Advisors
New York
– -$212K -3,337 Closed
MSK
2211
Melissa S. Kampmann
– -$210K -3,305 Closed
DC
2212
DeDora Capital
California
– -$209K -3,288 Closed
DS
2213
DRW Securities
Illinois
– -$206K -3,247 Closed
AWM
2214
Aries Wealth Management
Maine
– -$206K -3,244 Closed
CPWA
2215
Cerro Pacific Wealth Advisors
California
– -$243K -3,213 Closed
WFI
2216
West Family Investments
California
– -$203K -3,199 Closed
SJIC
2217
St. James Investment Company
Texas
– -$203K -3,195 Closed
AO
2218
Advisor OS
Illinois
– -$202K -3,181 Closed
MWP
2219
Madison Wealth Partners
Wisconsin
– -$200K -3,155 Closed
PWA
2220
Provenance Wealth Advisors
Florida
– -$189K -2,975 Closed
MCM
2221
Moore Capital Management
New York
– -$178K -2,811 Closed
QC
2222
Quent Capital
New York
– -$167K -2,631 Closed
HIIFS
2223
Harel Insurance Investments & Financial Services
Israel
– -$153K -2,418 Closed
WPA
2224
West Paces Advisors
Georgia
– -$153K -2,417 Closed
HCP
2225
Hexagon Capital Partners
Arkansas
– -$152K -2,390 Closed
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