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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1026
Patriot Financial Group Insurance Agency
Massachusetts
– -$31K -1,000 Closed
GCP
1027
Gill Capital Partners
Colorado
– -$366K -541 Closed
CWP
1028
Concord Wealth Partners
Virginia
– -$17K -540 Closed
LFA
1029
Level Financial Advisors
New York
– -$12K -400 Closed
FMII
1030
Farmers & Merchants Investments Inc
Nebraska
– -$11K -350 Closed
S
1031
Surevest
California
– -$9K -300 Closed
PB
1032
Pinnacle Bancorp
Nebraska
– -$9K -280 Closed
AIP
1033
Ahrens Investment Partners
Louisiana
– -$6K -200 Closed
CBT
1034
Central Bank & Trust
Kentucky
– -$5K -150 Closed
NC
1035
NewSquare Capital
Pennsylvania
– -$5K -150 Closed
SWM
1036
Scissortail Wealth Management
Oklahoma
– -$146K -106 Closed
BAM
1037
Byrne Asset Management
New Jersey
– -$3K -100 Closed
EI
1038
Ellevest Inc
New York
– -$3K -100 Closed
SIM
1039
Studio Investment Management
Illinois
– -$3K -100 Closed
CWM
1040
Curi Wealth Management
North Carolina
– -$2K -70 Closed
ACA
1041
Atlas Capital Advisors
Wyoming
– -$937 -30 Closed
SC
1042
Schubert & Co
Texas
– -$1K -30 Closed
MFT
1043
Moisand Fitzgerald Tamayo
Florida
– -$1K -20 Closed
PWM
1044
Prentice Wealth Management
New York
– -$1K -20 Closed
SFA
1045
Semmax Financial Advisors
North Carolina
– +$68 +2 New
BCM
1046
Blume Capital Management
California
– +$272 +8 New
BA
1047
Bellwether Advisors
Nebraska
– +$340 +10 +100%
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