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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
2101
Capital Insight Partners
Arizona
– -$271K -1,275 Closed
PCG
2102
Prosperity Consulting Group
Maryland
– -$268K -1,264 Closed
AA
2103
Advisory Alpha
Michigan
– -$268K -1,263 Closed
AWA
2104
Aaron Wealth Advisors
Illinois
– -$268K -1,262 Closed
MHIC
2105
Marble Harbor Investment Counsel
Massachusetts
– -$267K -1,260 Closed
NEGWA
2106
New England Guild Wealth Advisors
Connecticut
– -$267K -1,257 Closed
TWM
2107
TriaGen Wealth Management
California
– -$266K -1,253 Closed
SP
2108
Successful Portfolios
Florida
– -$264K -1,242 Closed
PWM
2109
Paulson Wealth Management
Illinois
– -$262K -1,236 Closed
SWM
2110
Silverlake Wealth Management
Vermont
– -$261K -1,232 Closed
FOA
2111
Five Oceans Advisors
California
– -$261K -1,231 Closed
PPWM
2112
PFG Private Wealth Management
Florida
– -$261K -1,231 Closed
1WA
2113
180 Wealth Advisors
Washington
– -$303K -1,230 Closed
UWM
2114
USAdvisors Wealth Management
Minnesota
– -$261K -1,229 Closed
CWM
2115
Chesapeake Wealth Management
Virginia
– -$260K -1,225 Closed
NERM
2116
New England Research & Management
Illinois
– -$260K -1,225 Closed
CWP
2117
Corepath Wealth Partners
Arizona
– -$296K -1,223 Closed
FUBT
2118
First United Bank & Trust
Maryland
– -$259K -1,220 Closed
MCA
2119
Magnolia Capital Advisors
Mississippi
– -$258K -1,217 Closed
ISWM
2120
Independent Solutions Wealth Management
New York
– -$258K -1,216 Closed
CAG
2121
Crestwood Advisors Group
Massachusetts
– -$257K -1,213 Closed
PSP
2122
Principal Street Partners
Tennessee
– -$257K -1,212 Closed
TAM
2123
Townsend Asset Management
North Carolina
– -$256K -1,204 Closed
AP
2124
Adero Partners
California
– -$253K -1,191 Closed
SW
2125
SkyOak Wealth
Michigan
– -$252K -1,189 Closed
83 84
85
86 87