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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2226
Jeppson Wealth Management
California
– -$213K -2,480 Closed
JWM
2227
JGP Wealth Management
Oregon
– -$223K -2,471 Closed
RPWA
2228
Regent Peak Wealth Advisors
Georgia
– -$211K -2,460 Closed
WP
2229
WealthSource Partners
California
– -$211K -2,448 Closed
CFA
2230
Compass Financial Advisors
Indiana
– -$210K -2,436 Closed
OPWM
2231
Oxinas Partners Wealth Management
Indiana
– -$208K -2,414 Closed
CWM
2232
CCG Wealth Management
California
– -$207K -2,404 Closed
VC
2233
Veery Capital
Delaware
– -$207K -2,401 Closed
SIG
2234
Sargent Investment Group
Maryland
– -$227K -2,400 Closed
HHGA
2235
Halbert Hargrove Global Advisors
California
– -$204K -2,367 Closed
MFG
2236
MidWestOne Financial Group
Iowa
– -$201K -2,334 Closed
PWP
2237
Pursue Wealth Partners
California
– -$201K -2,330 Closed
LAM
2238
L2 Asset Management
Massachusetts
– -$200K -2,329 Closed
SFS
2239
Stiles Financial Services
Minnesota
– -$200K -2,328 Closed
PA
2240
PFG Advisors
Arizona
– -$200K -2,324 Closed
CM
2241
Caption Management
Oklahoma
– -$185K -2,311 Closed
FMN
2242
Financial Management Network
California
– -$213K -2,294 Closed
EMFAT
2243
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$186K -2,159 Closed
M1FG
2244
Mach-1 Financial Group
Arkansas
– -$154K -1,800 Closed
FM
2245
Freemont Management
Switzerland
– -$154K -1,790 Closed
SFO
2246
Standard Family Office
South Dakota
– -$138K -1,605 Closed
CWM
2247
Castle Wealth Management
Florida
– -$123K -1,430 Closed
AWG
2248
Altus Wealth Group
Colorado
– -$356K -1,368 Closed
BFPW
2249
BOK Financial Private Wealth
Colorado
– -$110K -1,279 Closed
PP
2250
Peconic Partners
New York
– -$108K -1,250 Closed
88 89
90
91 92