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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1451
Abundance Wealth Counselors
Pennsylvania
– -$232K -400 Closed
CG
1452
Clifford Group
Massachusetts
– -$232K -400 Closed
MA
1453
Mezzasalma Advisors
New Jersey
– -$230K -400 Closed
PBF
1454
Petix & Botte Financial
California
– -$232K -400 Closed
AWM
1455
Apex Wealth Management
New Hampshire
– -$200K -397 Closed
SRC
1456
Sage Rhino Capital
California
– -$225K -387 Closed
AM
1457
AGF Management
Ontario, Canada
– -$224K -386 Closed
AWM
1458
Athena Wealth Management
Nevada
– -$224K -386 Closed
AWM
1459
Avior Wealth Management
Nebraska
– -$224K -385 Closed
CA
1460
Continuum Advisory
Idaho
– -$223K -384 Closed
PCS
1461
Private Client Services
Kentucky
– -$223K -384 Closed
AAM
1462
Austin Asset Management
Texas
– -$222K -382 Closed
SVWAG
1463
Sound View Wealth Advisors Group
Georgia
– -$220K -379 Closed
BWP
1464
BSW Wealth Partners
Colorado
– -$216K -372 Closed
BWS
1465
Buck Wealth Strategies
Colorado
– -$215K -370 Closed
SQA
1466
Simon Quick Advisors
New Jersey
– -$214K -369 Closed
KP
1467
Keel Point
Alabama
– -$213K -366 Closed
VCP
1468
Verus Capital Partners
Arizona
– -$211K -364 Closed
FG
1469
Foster Group
Iowa
– -$211K -363 Closed
NPT
1470
National Philanthropic Trust
Pennsylvania
– -$210K -361 Closed
JIC
1471
Johnson Investment Counsel
Ohio
– -$208K -358 Closed
AFW
1472
Avantra Family Wealth
Pennsylvania
– -$206K -355 Closed
OWM
1473
Omnitrust Wealth Management
Florida
– -$204K -352 Closed
LG
1474
LaFleur & Godfrey
Michigan
– -$201K -346 Closed
WH
1475
Willner & Heller
California
– -$200K -345 Closed
57 58
59
60 61