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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
676
Cornerstone Advisory
Maryland
– -$16K -258 Closed
CSWM
677
Cassady Schiller Wealth Management
Ohio
– -$16K -255 Closed
RPCONE
678
Retirement Planning Company of New England
Rhode Island
– -$16K -252 Closed
SFM
679
Signet Financial Management
New Jersey
– -$16K -250 Closed
FQ
680
First Quadrant
California
– -$15K -240 Closed
CM
681
Caption Management
Oklahoma
– -$14K -222 Closed
MFT
682
Moisand Fitzgerald Tamayo
Florida
– -$10K -157 Closed
NFSG
683
Newbridge Financial Services Group
Florida
– -$10K -150 Closed
AWA
684
Aquire Wealth Advisors
Utah
– -$9K -142 Closed
SIC
685
SJS Investment Consulting
Ohio
– -$8.68K -138 -99%
DFCM
686
Dark Forest Capital Management
Puerto Rico
– -$6K -102 Closed
DAM
687
Delta Asset Management
Tennessee
– -$6K -100 Closed
PFA
688
Professional Financial Advisors
Nebraska
– -$6K -100 Closed
BAM
689
Bellevue Asset Management
Washington
– -$3K -55 Closed
AIM
690
AHL Investment Management
Florida
– -$3K -50 Closed
OA
691
Operose Advisors
Wisconsin
– -$2K -28 Closed
BWP
692
Baldwin Wealth Partners
Massachusetts
– -$1K -20 Closed
KSWA
693
Kathleen S. Wright Associates
Pennsylvania
– -$1K -17 Closed
TPCW
694
TD Private Client Wealth
New York
– -$1.03K -16 Closed
TC
695
Truvestments Capital
Florida
– -$1K -15 Closed
LWA
696
Lenox Wealth Advisors
New York
– -$1K -14 Closed
CWP
697
Concord Wealth Partners
Virginia
– -$629 -10 -83%
VCM
698
Versant Capital Management
Arizona
– -$1K -10 Closed
LFG
699
Larson Financial Group
Missouri
– +$63 +1 +100%
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