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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1626
Trademark Financial Management
Minnesota
– -$269K -2,708 Closed
MAG
1627
Mayfair Advisory Group
Alabama
– -$264K -2,662 Closed
FWP
1628
Firethorn Wealth Partners
Georgia
– -$260K -2,621 Closed
HC
1629
Headland Capital
South Carolina
– -$260K -2,620 Closed
SIM
1630
Sandia Investment Management
Massachusetts
– -$248K -2,500 Closed
SCI
1631
Silver Coast Investments
United States
– -$245K -2,473 Closed
RCM
1632
RNC Capital Management
California
– -$243K -2,451 Closed
BCA
1633
Bay Capital Advisors
Virginia
– -$240K -2,420 Closed
HA
1634
Helium Advisors
Washington
– -$238K -2,397 Closed
C
1635
Certuity
Florida
– -$237K -2,389 Closed
WI
1636
Westbourne Investments
Virginia
– -$237K -2,387 Closed
BW
1637
BIP Wealth
Georgia
– -$235K -2,372 Closed
MFG
1638
Magnus Financial Group
New York
– -$235K -2,372 Closed
TWM
1639
TCFG Wealth Management
California
– -$235K -2,368 Closed
BMCM
1640
Burns Matteson Capital Management
New York
– -$235K -2,364 Closed
RPCONE
1641
Retirement Planning Company of New England
Rhode Island
– -$234K -2,355 Closed
CP
1642
Covenant Partners
Tennessee
– -$232K -2,342 Closed
BOS
1643
Bank of Stockton
California
– -$232K -2,336 Closed
HPIA
1644
Hamilton Point Investment Advisors
North Carolina
– -$231K -2,333 Closed
EB
1645
Emprise Bank
Kansas
– -$231K -2,330 Closed
CWM
1646
Connecticut Wealth Management
Connecticut
– -$229K -2,310 Closed
SP
1647
Symmetry Partners
Connecticut
– -$229K -2,306 Closed
RCWM
1648
Royal Capital Wealth Management
Indiana
– -$228K -2,296 Closed
FPGK
1649
Financial Partners Group (Kansas)
Kansas
– -$227K -2,285 Closed
WA
1650
Waddell & Associates
Tennessee
– -$226K -2,274 Closed
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66
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