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Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
2951
Paradigm Strategies in Wealth Management
Minnesota
– -$225K -7,748 Closed
AG
2952
Advocate Group
Minnesota
– -$225K -7,747 Closed
SPA
2953
Sentinel Pension Advisors
Massachusetts
– -$224K -7,738 Closed
BCM
2954
Bourgeon Capital Management
Connecticut
– -$224K -7,735 Closed
LWA
2955
Lineweaver Wealth Advisors
Ohio
– -$224K -7,726 Closed
CWM
2956
Centurion Wealth Management
Virginia
– -$224K -7,718 Closed
CWG
2957
Crown Wealth Group
North Carolina
– -$224K -7,713 Closed
FWWM
2958
Fiscal Wisdom Wealth Management
Connecticut
– -$224K -7,712 Closed
NSB
2959
Norway Savings Bank
Maine
– -$223K -7,700 Closed
AIA
2960
Armor Investment Advisors
North Carolina
– -$222K -7,660 Closed
PFW
2961
Petros Family Wealth
Minnesota
– -$222K -7,656 Closed
WFAG
2962
Wescott Financial Advisory Group
Pennsylvania
– -$222K -7,655 Closed
PWS
2963
Pursuit Wealth Strategies
North Carolina
– -$222K -7,648 Closed
AGC
2964
Aspen Grove Capital
Colorado
– -$221K -7,634 Closed
PF
2965
Prosperitas Financial
California
– -$221K -7,633 Closed
TNA
2966
True North Advisors
Texas
– -$221K -7,624 Closed
DAS
2967
Daybright Advisory Services
Florida
– -$221K -7,608 Closed
CL
2968
CIM LLC
New York
– -$220K -7,606 Closed
PIP
2969
Peachtree Investment Partners
Florida
– -$220K -7,602 Closed
PGA
2970
Portland Global Advisors
Maine
– -$220K -7,600 Closed
AB
2971
ANB Bank
Colorado
– -$220K -7,583 Closed
TIM
2972
Total Investment Management
Arizona
– -$220K -7,576 Closed
UWPG
2973
Ullmann Wealth Partners Group
Florida
– -$220K -7,576 Closed
FC
2974
Fusion Capital
South Carolina
– -$219K -7,570 Closed
FA
2975
Fagan Associates
New York
– -$219K -7,550 Closed
117 118
119
120 121