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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3051
Goldstein Advisors
Wisconsin
– -$305K -1,227 Closed
AFG
3052
AFS Financial Group
Maryland
– -$303K -1,220 Closed
HIS
3053
Harvest Investment Services
Illinois
– -$303K -1,219 Closed
SIA
3054
Spectrum Investment Advisors
Wisconsin
– -$301K -1,212 Closed
PBF
3055
Petix & Botte Financial
California
– -$301K -1,210 Closed
MC
3056
Machina Capital
France
– -$298K -1,200 Closed
ECG
3057
Edge Capital Group
Georgia
– -$297K -1,195 Closed
WF
3058
Wayfinding Financial
Washington
– -$296K -1,193 Closed
PIFP
3059
Partners in Financial Planning
Virginia
– -$296K -1,191 Closed
VC
3060
Vicus Capital
Pennsylvania
– -$295K -1,188 Closed
WHAM
3061
Windmill Hill Asset Management
United Kingdom
– -$292K -1,177 Closed
TFO
3062
Tarbox Family Office
California
– -$290K -1,168 Closed
CMS
3063
Capital Market Strategies
Florida
– -$289K -1,163 Closed
BWA
3064
BlueChip Wealth Advisors
Georgia
– -$289K -1,162 Closed
SP
3065
Successful Portfolios
Florida
– -$289K -1,162 Closed
BHB
3066
Bank Hapoalim BM
Israel
– -$286K -1,152 Closed
EAM
3067
Eschler Asset Management
United Kingdom
– -$286K -1,149 Closed
CFGA
3068
Cambridge Financial Group (Arizona)
Arizona
– -$282K -1,136 Closed
SWM
3069
Selective Wealth Management
Virginia
– -$270K -1,135 Closed
DWM
3070
Dorchester Wealth Management
Quebec, Canada
– -$267K -1,128 Closed
LCM
3071
Liberty Capital Management
Michigan
– -$280K -1,128 Closed
PC
3072
Pecaut & Co
Iowa
– -$280K -1,125 Closed
IFPG
3073
Intrepid Financial Planning Group
Indiana
– -$279K -1,122 Closed
KCM
3074
Kaye Capital Management
California
– -$233K -1,116 Closed
CG
3075
Clifford Group
Massachusetts
– -$276K -1,112 Closed
121 122
123
124 125