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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
2176
RDA Financial Network
Iowa
– -$251K -2,920 Closed
NEWAS
2177
N.E.W. Advisory Services
Wisconsin
– -$251K -2,918 Closed
PWM
2178
Prentice Wealth Management
New York
– -$247K -2,857 Closed
BBW
2179
Blue Barn Wealth
Utah
– -$246K -2,855 Closed
AWA
2180
Aaron Wealth Advisors
Illinois
– -$245K -2,849 Closed
CHJWM
2181
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$239K -2,845 Closed
RIM
2182
Redwood Investment Management
Arizona
– -$243K -2,829 Closed
MWA
2183
Meridian Wealth Advisors
Texas
– -$243K -2,818 Closed
CIAS
2184
CBIZ Investment Advisory Services
Ohio
– -$241K -2,800 Closed
W
2185
WealthOne
New York
– -$241K -2,797 Closed
CPA
2186
Capital Planning Advisors
California
– -$237K -2,757 Closed
PW
2187
Peninsula Wealth
California
– -$237K -2,754 Closed
UBV
2188
United Bank (Virginia)
Virginia
– -$237K -2,749 Closed
PJSIMP
2189
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$230K -2,745 Closed
QP
2190
Quilter Plc
United Kingdom
– -$234K -2,720 Closed
WFA
2191
Wade Financial Advisory
California
– -$234K -2,715 Closed
NWM
2192
NEIRG Wealth Management
Massachusetts
– -$234K -2,714 Closed
FPCP
2193
Fort Point Capital Partners
California
– -$232K -2,699 Closed
AMR
2194
Asset Management Resources
Massachusetts
– -$232K -2,696 Closed
MW
2195
MBL Wealth
North Carolina
– -$231K -2,679 Closed
H
2196
HoyleCohen
California
– -$228K -2,650 Closed
SIMM
2197
Stillwater Investment Management (Minnesota)
Minnesota
– -$227K -2,633 Closed
HW
2198
Hancock Whitney
Mississippi
– -$226K -2,630 Closed
GAMC
2199
Garner Asset Management Corp
Texas
– -$226K -2,628 Closed
ACM
2200
AlphaStar Capital Management
North Carolina
– -$226K -2,627 Closed
86 87
88
89 90