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NOK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
351
Stratos Wealth Partners
Ohio
– -$53K -9,738 Closed
GT
352
Glenmede Trust
Pennsylvania
– -$35K -7,687 Closed
VCM
353
Virtue Capital Management
Tennessee
– -$28K -4,769 Closed
CIP
354
Convergence Investment Partners
Florida
– -$14K -2,539 Closed
WDL
355
Well Done LLC
Michigan
– -$12K -2,254 Closed
LWA
356
Lenox Wealth Advisors
New York
– -$8K -1,519 Closed
ST
357
Sageworth Trust
Pennsylvania
– -$5K -901 Closed
PFO
358
Pathstone Family Office
New Jersey
– -$5K -890 Closed
IWM
359
IHT Wealth Management
Illinois
– -$3K -620 Closed
AWA
360
Acorn Wealth Advisors
Michigan
– -$3K -563 Closed
WTC
361
WhitTier Trust Company
Nevada
– -$3K -556 Closed
APP
362
Avantax Planning Partners
Iowa
– -$2K -337 Closed
AIS
363
AlphaOne Investment Services
Pennsylvania
– -$2K -314 Closed
MGIA
364
Moneta Group Investment Advisors
Missouri
– -$1K -225 Closed
CIA
365
Cascade Investment Advisors
Oregon
– -$1.09K -200 Closed
PWM
366
Perigon Wealth Management
California
– -$1K -144 Closed
GWS
367
Glassman Wealth Services
Virginia
– -$35 -6 -86%
RFM
368
Royal Fund Management
Florida
– +$59 +10 +100%
MYIA
369
Mount Yale Investment Advisors
Colorado
– +$100 +17 New
BFEC
370
Benjamin F. Edwards & Company
Missouri
– +$112 +19 New
AWM
371
AllSquare Wealth Management
New York
– +$166 +28 New
CFA
372
Carroll Financial Associates
North Carolina
– +$290 +49 +50%
KJWM
373
Kiley Juergens Wealth Management
Washington
– +$402 +68 New
POIA
374
Pin Oak Investment Advisors
Texas
– +$502 +85 New
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