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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2701
Burt Wealth Advisors
Maryland
– -$106K -4,868 Closed
PS
2702
Planned Solutions
California
– -$82K -3,773 Closed
FFG
2703
Fortem Financial Group
California
– -$79K -3,620 Closed
FWM
2704
ForthRight Wealth Management
Georgia
– -$63K -2,888 Closed
EA
2705
Elm Advisors
California
– -$59K -2,701 Closed
SIAG
2706
Signet Investment Advisory Group
Rhode Island
– -$49K -2,271 Closed
MIM
2707
Meridiem Investment Management
United Kingdom
– -$31K -1,437 Closed
CDIA
2708
Capital Directions Investment Advisors
Georgia
– -$29K -1,324 Closed
GC
2709
Grace Capital
Massachusetts
– -$29K -1,324 Closed
CWM
2710
Curi Wealth Management
North Carolina
– -$25K -1,164 Closed
IA
2711
IFS Advisors
Kansas
– -$24K -1,124 Closed
SIM
2712
Seaview Investment Managers
Florida
– -$20K -927 Closed
NIM
2713
NuWave Investment Management
New Jersey
– -$15K -685 Closed
WAS
2714
Wealth Advisory Solutions
Indiana
– -$13.3K -600 -4%
KCM
2715
Kathmere Capital Management
Pennsylvania
– -$12K -542 Closed
TCCM
2716
Timber Creek Capital Management
Massachusetts
– -$11K -530 Closed
NCM
2717
New Capital Management
Texas
– -$1K -62 Closed
BIP
2718
Bouvel Investment Partners
Pennsylvania
– -$1K -46 Closed
MFM
2719
MD Financial Management
Ontario, Canada
– -$1K -44 Closed
TFA
2720
Transamerica Financial Advisors
Florida
– -$1K -29 Closed
TVWM
2721
Tower View Wealth Management
Wisconsin
– +$22 +1 +7%
FCAS
2722
First Command Advisory Services
Texas
– +$464 +21 New
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