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Name Holding Trade Value Shares
Change 		Change in
Stake
T2I
2301
Turim 21 Investimentos
Brazil
– -$100K -426 Closed
PS
2302
Planned Solutions
California
– -$94K -399 Closed
APC
2303
Asset Planning Corporation
Tennessee
– -$81K -345 Closed
FWM
2304
ForthRight Wealth Management
Georgia
– -$74K -315 Closed
DWM
2305
Defined Wealth Management
Oregon
– -$59K -252 Closed
SIAG
2306
Signet Investment Advisory Group
Rhode Island
– -$53K -225 Closed
TWP
2307
TFO Wealth Partners
Ohio
– -$40K -168 Closed
HCM
2308
Highlander Capital Management
New Jersey
– -$35K -150 Closed
OCM
2309
Ovata Capital Management
Hong Kong
– -$37.7K -150 Closed
FFC
2310
Fure Financial Corporation
Minnesota
– -$33K -141 Closed
CYG
2311
Clean Yield Group
Vermont
– -$32K -135 Closed
PVH
2312
Psagot Value Holdings
Israel
– -$28K -117 Closed
ONST
2313
Old North State Trust
North Carolina
– -$25K -105 Closed
FPW
2314
Flagship Private Wealth
Massachusetts
– -$25.9K -90 Closed
POIA
2315
Pin Oak Investment Advisors
Texas
– -$18K -75 Closed
MA
2316
MUFG Americas
New York
– -$16K -66 Closed
CB
2317
Community Bank
New York
– -$15K -63 Closed
GSAM
2318
Grant Street Asset Management
Pennsylvania
– -$11K -48 Closed
BSG
2319
Black Swift Group
Colorado
– -$7.53K -30 Closed
CWM
2320
Curi Wealth Management
North Carolina
– -$3K -15 Closed
M
2321
MOTCO
Texas
– -$4K -15 Closed
AIA
2322
Arcadia Investment Advisors
Idaho
– -$650 -3 Closed
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