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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2526
First Command Advisory Services
Texas
– -$44K -430 Closed
APWA
2527
Atlas Private Wealth Advisors
New Jersey
– -$43K -388 Closed
UAML
2528
US Asset Management LLC
Pennsylvania
– -$42K -380 Closed
MA
2529
MCF Advisors
Kentucky
– -$35K -316 Closed
PWA
2530
Phoenix Wealth Advisors
North Carolina
– -$34K -306 Closed
RA
2531
Resolute Advisors
California
– -$33K -295 Closed
CDIA
2532
Capital Directions Investment Advisors
Georgia
– -$32K -290 Closed
RTL
2533
Red Tortoise LLC
Georgia
– -$24K -284 Closed
CPWM
2534
Cypress Point Wealth Management
Texas
– -$29K -266 Closed
NC
2535
NewSquare Capital
Pennsylvania
– -$27K -242 Closed
IWA
2536
IBEX Wealth Advisors
New Jersey
– -$20K -182 Closed
JGIA
2537
Jackson Grant Investment Advisers
Connecticut
– -$20K -181 Closed
CPC
2538
Consolidated Planning Corp
Georgia
– -$17K -151 Closed
IF
2539
Ironwood Financial
Arizona
– -$11K -102 Closed
GPA
2540
Guidance Point Advisors
Massachusetts
– -$8K -77 Closed
TLFA
2541
True Link Financial Advisors
California
– -$8K -75 Closed
HA
2542
Herold Advisors
New York
– -$7K -69 Closed
CWM
2543
Cranbrook Wealth Management
Michigan
– -$7K -60 Closed
CI
2544
Cordant Inc
Oregon
– -$5K -44 Closed
NWM
2545
Navigation Wealth Management
Colorado
– -$5K -43 Closed
CCMIC
2546
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$5K -42 Closed
EMG
2547
ETF Managers Group
New Jersey
– -$1K -11 Closed
LPP
2548
Life Planning Partners
Florida
– +$113 +1 New
RI
2549
Rinkey Investments
California
– +$676 +6 New
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