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Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
526
United Capital Financial Advisors
Texas
– -$149K -11,550 Closed
KAS
527
Kestra Advisory Services
Texas
– -$148K -11,471 Closed
DCP
528
DSM Capital Partners
Florida
– -$139K -10,828 Closed
OSAM
529
O'Shaughnessy Asset Management
Connecticut
– -$136K -10,590 Closed
WIA
530
World Investment Advisors
California
– -$130K -10,069 Closed
SFWC
531
Strategic Family Wealth Counselors
New Jersey
– -$100K -7,793 Closed
RFP
532
Root Financial Partners
California
– -$56.1K -4,355 Closed
ACM
533
Aster Capital Management
United Arab Emirates
– -$41.9K -2,306 Closed
WPA
534
Wealth Preservation Advisors
Tennessee
– -$19.7K -1,529 Closed
NEWAS
535
N.E.W. Advisory Services
Wisconsin
– -$17.5K -1,355 Closed
QCG
536
Quadrant Capital Group
Ohio
– -$8.66K -672 Closed
AW
537
Ankerstar Wealth
Texas
– -$2.58K -200 Closed
EC
538
Elequin Capital
New York
– -$1.58K -123 Closed
BOJHT
539
Bank of Jackson Hole Trust
Wyoming
– -$1.35K -105 Closed
TCM
540
Tradewinds Capital Management
Washington
– -$838 -65 Closed
TWM
541
TopTier Wealth Management
Wisconsin
– -$206 -16 Closed
CFD
542
Creative Financial Designs
Indiana
– -$129 -10 Closed
TPWA
543
Twin Peaks Wealth Advisors
California
– -$103 -8 Closed
DF
544
Dunhill Financial
United Kingdom
– -$102 -7 Closed
LWMI
545
Legacy Wealth Management (Idaho)
Idaho
– -$78 -6 Closed
PWA
546
Portus Wealth Advisors
North Carolina
– -$26 -2 Closed
CW
547
Curio Wealth
Maryland
– -$13 -1 Closed
NWM
548
Navigoe Wealth Management
California
– +$62 +4 New
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