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