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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1401
Cedar Brook Financial Partners
Ohio
– -$243K -2,560 Closed
VCM
1402
Virtue Capital Management
Tennessee
– -$243K -2,550 Closed
MGIM
1403
M&G Investment Management
United Kingdom
– -$241K -2,535 Closed
HPWM
1404
Highland Private Wealth Management
Washington
– -$240K -2,525 Closed
VWA
1405
V Wealth Advisors
Kansas
– -$240K -2,520 Closed
CSI
1406
Cross Staff Investments
New York
– -$238K -2,500 Closed
LAI
1407
Legal Advantage Investments
California
– -$238K -2,500 Closed
RFN
1408
Redwood Financial Network
Ohio
– -$236K -2,480 Closed
CFA
1409
Cahill Financial Advisors
Minnesota
– -$235K -2,475 Closed
PWP
1410
Perfromance Wealth Partners
Illinois
– -$232K -2,440 Closed
SCA
1411
Sandy Cove Advisors
Massachusetts
– -$230K -2,420 Closed
SA
1412
Syntax Advisors
New York
– -$230K -2,415 Closed
VCG
1413
Vantage Consulting Group
Virginia
– -$230K -2,415 Closed
SWP
1414
Strategic Wealth Partners
Ohio
– -$229K -2,410 Closed
OWM
1415
Opes Wealth Management
California
– -$227K -2,390 Closed
BO
1416
BRR OpCo
Ohio
– -$222K -2,340 Closed
FM
1417
Family Management
New York
– -$223K -2,340 Closed
PP
1418
PDS Planning
Ohio
– -$221K -2,320 Closed
SIC
1419
Sterling Investment Counsel
New York
– -$218K -2,290 Closed
CW
1420
CreativeOne Wealth
Kansas
– -$217K -2,285 Closed
CAM
1421
Cozad Asset Management
Illinois
– -$217K -2,280 Closed
HIC
1422
Holderness Investments Company
North Carolina
– -$216K -2,275 Closed
CAAS
1423
Capital Asset Advisory Services
Michigan
– -$216K -2,270 Closed
KP
1424
Keel Point
Alabama
– -$232K -2,250 Closed
MTC
1425
McDaniel Terry & Co
Texas
– -$212K -2,225 Closed
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