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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2301
Accredited Investors
Minnesota
– -$204K -1,439 Closed
GFS
2302
GYL Financial Synergies
Connecticut
– -$201K -1,423 Closed
LRIA
2303
Leonard Rickey Investment Advisors
Washington
– -$201K -1,422 Closed
WAOI
2304
Wealth Advisors of Iowa
Iowa
– -$201K -1,422 Closed
ATIA
2305
American Trust Investment Advisors
New Hampshire
– -$200K -1,415 Closed
BA
2306
Ballast Advisors
Minnesota
– -$200K -1,412 Closed
PS
2307
Portfolio Strategies
New York
– -$200K -1,412 Closed
CWM
2308
Curi Wealth Management
North Carolina
– -$181K -1,280 Closed
NR
2309
Newfound Research
Massachusetts
– -$136K -961 Closed
VCG
2310
Vantage Consulting Group
Virginia
– -$98K -696 Closed
ICP
2311
Interchange Capital Partners
Pennsylvania
– -$93K -660 Closed
CAAS
2312
Capital Asset Advisory Services
Michigan
– -$83K -588 Closed
AWG
2313
Altus Wealth Group
Colorado
– -$76K -541 Closed
BWM
2314
Birchcreek Wealth Management
Ohio
– -$74K -525 Closed
JIR
2315
James Investment Research
Ohio
– -$73K -513 Closed
FPCG
2316
Fort Pitt Capital Group
Pennsylvania
– -$69K -489 Closed
BSSFA
2317
Baron Silver Stevens Financial Advisors
Florida
– -$67K -475 Closed
CDIA
2318
Capital Directions Investment Advisors
Georgia
– -$59K -415 Closed
HGWM
2319
Harvest Group Wealth Management
Massachusetts
– -$58K -408 Closed
BBHBI
2320
B, B, H, & B Inc
Alabama
– -$41K -295 Closed
SFG
2321
Sowa Financial Group
Rhode Island
– -$38K -269 Closed
PS
2322
Planned Solutions
California
– -$36K -253 Closed
OIM
2323
Oder Investment Management
California
– -$36K -249 Closed
H
2324
Hexavest
Quebec, Canada
– -$35K -247 Closed
FFG
2325
Fortem Financial Group
California
– -$25K -174 Closed
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