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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2226
Annandale Capital
Texas
– -$214K -2,482 Closed
JWM
2227
Jeppson Wealth Management
California
– -$213K -2,480 Closed
JWM
2228
JGP Wealth Management
Oregon
– -$223K -2,471 Closed
RPWA
2229
Regent Peak Wealth Advisors
Georgia
– -$211K -2,460 Closed
WP
2230
WealthSource Partners
California
– -$211K -2,448 Closed
CFA
2231
Compass Financial Advisors
Indiana
– -$210K -2,436 Closed
OPWM
2232
Oxinas Partners Wealth Management
Indiana
– -$208K -2,414 Closed
CWM
2233
CCG Wealth Management
California
– -$207K -2,404 Closed
VC
2234
Veery Capital
Delaware
– -$207K -2,401 Closed
SIG
2235
Sargent Investment Group
Maryland
– -$227K -2,400 Closed
HHGA
2236
Halbert Hargrove Global Advisors
California
– -$204K -2,367 Closed
MFG
2237
MidWestOne Financial Group
Iowa
– -$201K -2,334 Closed
PWP
2238
Pursue Wealth Partners
California
– -$201K -2,330 Closed
LAM
2239
L2 Asset Management
Massachusetts
– -$200K -2,329 Closed
SFS
2240
Stiles Financial Services
Minnesota
– -$200K -2,328 Closed
PA
2241
PFG Advisors
Arizona
– -$200K -2,324 Closed
CM
2242
Caption Management
Oklahoma
– -$185K -2,311 Closed
FMN
2243
Financial Management Network
California
– -$213K -2,294 Closed
EMFAT
2244
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$186K -2,159 Closed
M1FG
2245
Mach-1 Financial Group
Arkansas
– -$154K -1,800 Closed
FM
2246
Freemont Management
Switzerland
– -$154K -1,790 Closed
SFO
2247
Standard Family Office
South Dakota
– -$138K -1,605 Closed
CWM
2248
Castle Wealth Management
Florida
– -$123K -1,430 Closed
AWG
2249
Altus Wealth Group
Colorado
– -$356K -1,368 Closed
BFPW
2250
BOK Financial Private Wealth
Colorado
– -$110K -1,279 Closed
88 89
90
91 92