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Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
2501
McElhenny Sheffield Capital Management
Texas
– -$108K -5,522 Closed
3IP
2502
3Chopt Investment Partners
Virginia
– -$86.3K -4,689 Closed
RFS
2503
Retirement Financial Solutions
Tennessee
– -$80.5K -4,373 Closed
EE
2504
EWG Elevate
California
– -$74.8K -4,065 Closed
WI
2505
WJ Interests
Texas
– -$74.7K -4,058 Closed
PH
2506
Pinnacle Holdings
Oklahoma
– -$74.6K -4,054 Closed
RG
2507
Richelieu Gestion
France
– -$74K -4,000 Closed
FA
2508
Fiduciary Alliance
South Carolina
– -$72.5K -3,939 Closed
WR
2509
WD Rutherford
Oregon
– -$69.5K -3,775 Closed
ZIG
2510
Zullo Investment Group
Pennsylvania
– -$59.1K -3,211 Closed
MS
2511
Madden Securities
Texas
– -$54.6K -2,968 Closed
FWA
2512
Freedom Wealth Alliance
Wisconsin
– -$48.1K -2,614 Closed
PFC
2513
Phocas Financial Corp
California
– -$45.7K -2,480 Closed
DCM
2514
Davidson Capital Management
Texas
– -$37.7K -2,047 Closed
CPFP
2515
Clear Perspectives Financial Planning
Ohio
– -$36.8K -2,000 Closed
LAM
2516
Lakewood Asset Management
Illinois
– -$32K -1,725 Closed
FIM
2517
FWL Investment Management
Texas
– -$31.3K -1,702 Closed
GIA
2518
Goodwin Investment Advisory
Georgia
– -$30.7K -1,668 Closed
ACP
2519
Arcus Capital Partners
Georgia
– -$26.2K -1,423 Closed
Q
2520
QVR
California
– -$23.3K -1,264 Closed
UOTTAIMCU
2521
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$22K -1,200 Closed
AP
2522
Atwood & Palmer
Missouri
– -$21.9K -1,192 Closed
MPCL
2523
My Personal CFO LLC
Washington
– -$19.7K -1,070 Closed
ACM
2524
AUA Capital Management
Pennsylvania
– -$16.3K -885 Closed
IFA
2525
Interactive Financial Advisors
Illinois
– -$12.1K -656 Closed
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