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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1476
Capital Performance Advisors
California
– -$359K -1,657 Closed
TP
1477
TritonPoint Partners
Maryland
– -$340K -1,568 Closed
CAG
1478
Csenge Advisory Group
Florida
– -$290K -1,336 Closed
DM
1479
Diversified Management
Wisconsin
– -$286K -1,320 Closed
NCM
1480
Northside Capital Management
Oregon
– -$276K -1,272 Closed
PFM
1481
Patton Fund Management
Texas
– -$268K -1,236 Closed
CSIC
1482
Clifford Swan Investment Counsel
California
– -$253K -1,168 Closed
WFA
1483
Wellspring Financial Advisors
Ohio
– -$253K -1,168 Closed
VAG
1484
VisionPoint Advisory Group
Texas
– -$239K -1,101 Closed
GCP
1485
Guardian Capital (Pennsylvania)
Pennsylvania
– -$216K -996 Closed
CWM
1486
Calamos Wealth Management
Illinois
– -$213K -982 Closed
BTWM
1487
Baker Tilly Wealth Management
Wisconsin
– -$210K -967 Closed
BFA
1488
Brown Financial Advisors
Ohio
– -$208K -962 Closed
SRL
1489
Scientech Research LLC
New Jersey
– -$205K -945 Closed
ACS
1490
Archford Capital Strategies
Illinois
– -$203K -938 Closed
GAA
1491
Global Assets Advisory
Florida
– -$195K -900 Closed
SAW
1492
Signal Advisors Wealth
Michigan
– -$144K -663 Closed
WSFG
1493
Wall Street Financial Group
Illinois
– -$107K -492 Closed
TGY2IT
1494
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$104K -482 Closed
AGWCA
1495
Annis Gardner Whiting Capital Advisors
Florida
– -$95.3K -440 Closed
RMC
1496
Resources Management Corp
Connecticut
– -$94K -433 Closed
IAAG
1497
Innovative Asset Advisors Group
Connecticut
– -$80.4K -371 Closed
TPWA
1498
Twin Peaks Wealth Advisors
California
– -$74.1K -342 Closed
OWA
1499
Opal Wealth Advisors
New York
– -$69.8K -322 Closed
WPA
1500
Wealth Preservation Advisors
Tennessee
– -$26.2K -121 Closed
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