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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1051
Princeton Global Asset Management
New Jersey
– -$28K -373 Closed
BHWM
1052
Bay Harbor Wealth Management
Maryland
– -$28K -364 Closed
KPCM
1053
Kings Point Capital Management
New York
– -$23K -307 Closed
CFN
1054
Cordasco Financial Network
Florida
– -$23K -301 Closed
FCB
1055
First Command Bank
Texas
– -$23K -300 Closed
FCFS
1056
First Command Financial Services
Texas
– -$23K -300 Closed
FCA
1057
FinTrust Capital Advisors
South Carolina
– -$20K -266 Closed
LAS
1058
Lloyd Advisory Services
Georgia
– -$20K -263 Closed
TF
1059
TimeScale Financial
Massachusetts
– -$17K -235 Closed
PWP
1060
Personal Wealth Partners
Minnesota
– -$17K -226 Closed
GWS
1061
Glassman Wealth Services
Virginia
– -$9.14K -150 -95%
HI
1062
Human Investing
Oregon
– -$6K -82 Closed
FPFS
1063
First Personal Financial Services
North Carolina
– -$6K -81 Closed
EWA
1064
Evolution Wealth Advisors
Florida
– -$4K -59 Closed
HCA
1065
Horan Capital Advisors
Ohio
– -$4K -50 Closed
WCM
1066
Wealthcare Capital Management
Virginia
– -$2K -33 Closed
LWANC
1067
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2K -25 Closed
PA
1068
Procyon Advisors
Connecticut
– -$1.34K -22 -71%
HWA
1069
Heritage Wealth Advisors
Virginia
– -$1.36K -18 Closed
PW
1070
Price Wealth
Texas
– -$1K -17 Closed
AWA
1071
Arkadios Wealth Advisors
Georgia
– -$1.07K -14 Closed
GWMIA
1072
Global Wealth Management Investment Advisory
Florida
– -$427 -7 -47%
SHWM
1073
Silicon Hills Wealth Management
Texas
– -$30 -1 Closed
PCTC
1074
Perkins Coie Trust Company
Washington
– +$305 +5 New
PFO
1075
Pathstone Family Office
New Jersey
– +$366 +6 New
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