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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
3076
WFA of San Diego
California
– -$109K -3,765 Closed
AGA
3077
Arkos Global Advisors
Texas
– -$107K -3,685 Closed
AWMG
3078
ADG Wealth Management Group
Louisiana
– -$104K -3,603 Closed
LWMI
3079
Legacy Wealth Management (Idaho)
Idaho
– -$96.6K -3,334 Closed
BPAMU
3080
BTG Pactual Asset Management US
New York
– -$93.6K -3,229 Closed
LFA
3081
Longview Financial Advisors
Alabama
– -$85.5K -2,950 Closed
HCA
3082
Harbor Capital Advisors
Illinois
– -$81K -2,781 Closed
TLFA
3083
True Link Financial Advisors
California
– -$78.6K -2,711 Closed
TGY2IT
3084
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$72.7K -2,508 Closed
RMC
3085
Resources Management Corp
Connecticut
– -$49K -1,686 Closed
CIR
3086
Clear Investment Research
Georgia
– -$47.8K -1,648 Closed
CFG
3087
Clayton Financial Group
Missouri
– -$45.6K -1,573 Closed
GAG
3088
Goodman Advisory Group
Massachusetts
– -$39.4K -1,358 Closed
FW
3089
Fairway Wealth
Ohio
– -$29K -1,000 Closed
WPA
3090
Wealth Preservation Advisors
Tennessee
– -$26.8K -925 Closed
UIC
3091
Uniplan Investment Counsel
Wisconsin
– -$25.7K -887 Closed
MWM
3092
Magnolia Wealth Management
Alabama
– -$25.3K -873 Closed
SAM
3093
Sherman Asset Management
California
– -$23.5K -811 Closed
RF
3094
RetireMitten Financial
Michigan
– -$23.2K -800 Closed
DI
3095
DAGCO Inc
Ohio
– -$18.6K -640 Closed
PWA
3096
Portus Wealth Advisors
North Carolina
– -$17.9K -616 Closed
EA
3097
Evergreen Advisors
Tennessee
– -$16.7K -576 Closed
CCM
3098
Copeland Capital Management
Pennsylvania
– -$16K -552 Closed
FFL
3099
Financial Freedom LLC
Ohio
– -$12.7K -439 Closed
MAS
3100
MPWM Advisory Solutions
Georgia
– -$12K -415 Closed
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