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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
2751
Retirement Planning Group (Kansas)
Kansas
– -$315K -1,188 Closed
GPWA
2752
Great Point Wealth Advisors
Massachusetts
– -$314K -1,185 Closed
GSB
2753
Greenfield Savings Bank
Massachusetts
– -$314K -1,182 Closed
MPPLM
2754
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$313K -1,181 Closed
EWS
2755
Evergreen Wealth Solutions
Pennsylvania
– -$308K -1,162 Closed
MIM
2756
Merrion Investment Management
New Jersey
– -$306K -1,155 Closed
RBFC
2757
Roman Butler Fullerton & Co
Missouri
– -$250K -1,155 Closed
CFP
2758
Curran Financial Partners
South Carolina
– -$306K -1,154 Closed
DJYG
2759
David J. Yvars Group
Florida
– -$306K -1,152 Closed
TPWM
2760
Twelve Points Wealth Management
Massachusetts
– -$306K -1,152 Closed
OMIC
2761
Old Mission Investment Co
Michigan
– -$305K -1,148 Closed
RGF
2762
Retirement Guys Formula
Ohio
– -$303K -1,143 Closed
RRWA
2763
Rainey & Randall Wealth Advisors
Florida
– -$302K -1,137 Closed
HR
2764
Howe & Rusling
New York
– -$301K -1,135 Closed
PP
2765
Pegasus Partners
Wisconsin
– -$301K -1,134 Closed
CA
2766
Cornerstone Advisory
Maryland
– -$300K -1,131 Closed
PWM
2767
Provident Wealth Management
Tennessee
– -$299K -1,128 Closed
BCM
2768
Boltwood Capital Management
California
– -$298K -1,125 Closed
PC
2769
Pecaut & Co
Iowa
– -$298K -1,125 Closed
SFA
2770
Seneca Financial Advisors
New York
– -$298K -1,125 Closed
AWC
2771
Adamsbrown Wealth Consultants
Kansas
– -$298K -1,122 Closed
WCA
2772
Westover Capital Advisors
Delaware
– -$298K -1,122 Closed
BWM
2773
BCGM Wealth Management
Indiana
– -$241K -1,119 Closed
HI
2774
Hudock Inc
Pennsylvania
– -$295K -1,113 Closed
SCA
2775
STALEY CAPITAL ADVISERS
Pennsylvania
– -$295K -1,113 Closed
109 110
111
112 113