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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2076
Western Pacific Wealth Management
Illinois
– -$167K -2,196 Closed
SLF
2077
Sun Life Financial
Ontario, Canada
– -$162K -2,133 Closed
FA
2078
Fortis Advisors
Pennsylvania
– -$114K -1,500 Closed
PP
2079
Peconic Partners
New York
– -$114K -1,500 Closed
CMF
2080
Counterpoint Mutual Funds
California
– -$109K -1,440 Closed
MWC
2081
MBM Wealth Consultants
Missouri
– -$91K -1,295 Closed
LD
2082
Lipe & Dalton
New York
– -$91K -1,200 Closed
AWM
2083
Accel Wealth Management
Iowa
– -$74.2K -977 Closed
BA
2084
Bellwether Advisors
Nebraska
– -$65.3K -860 Closed
PCM
2085
Pointe Capital Management
Michigan
– -$24K -316 Closed
ONST
2086
Old North State Trust
North Carolina
– -$24K -310 Closed
M1FG
2087
Mach-1 Financial Group
Arkansas
– -$22K -290 Closed
ST
2088
Sageworth Trust
Pennsylvania
– -$16K -211 Closed
PPWM
2089
PFG Private Wealth Management
Florida
– -$11.4K -150 Closed
PH
2090
Pinnacle Holdings
Oklahoma
– -$10.3K -136 Closed
SC
2091
Schubert & Co
Texas
– -$9.19K -121 Closed
VWM
2092
Valley Wealth Managers
New Jersey
– -$7.59K -100 Closed
GFWA
2093
Grey Fox Wealth Advisors
Delaware
– -$4.71K -62 Closed
FPFS
2094
First Personal Financial Services
North Carolina
– -$4.18K -55 Closed
MIA
2095
Milestone Investment Advisors
Wisconsin
– -$3.95K -52 Closed
KFS
2096
Kelly Financial Services
Massachusetts
– -$2.2K -29 Closed
GWSA
2097
Global Wealth Strategies & Associates
Colorado
– -$1.97K -26 Closed
BFPW
2098
BOK Financial Private Wealth
Colorado
– -$1.37K -18 Closed
HFS
2099
HBC Financial Services
Washington
– -$1K -15 Closed
MBFW
2100
Morton Brown Family Wealth
Pennsylvania
– -$987 -13 Closed
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