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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2301
Planned Solutions
California
– -$94K -399 Closed
APC
2302
Asset Planning Corporation
Tennessee
– -$81K -345 Closed
FWM
2303
ForthRight Wealth Management
Georgia
– -$74K -315 Closed
DWM
2304
Defined Wealth Management
Oregon
– -$59K -252 Closed
SIAG
2305
Signet Investment Advisory Group
Rhode Island
– -$53K -225 Closed
TWP
2306
TFO Wealth Partners
Ohio
– -$40K -168 Closed
HCM
2307
Highlander Capital Management
New Jersey
– -$35K -150 Closed
OCM
2308
Ovata Capital Management
Hong Kong
– -$37.7K -150 Closed
FFC
2309
Fure Financial Corporation
Minnesota
– -$33K -141 Closed
CYG
2310
Clean Yield Group
Vermont
– -$32K -135 Closed
PVH
2311
Psagot Value Holdings
Israel
– -$28K -117 Closed
ONST
2312
Old North State Trust
North Carolina
– -$25K -105 Closed
FPW
2313
Flagship Private Wealth
Massachusetts
– -$25.9K -90 Closed
POIA
2314
Pin Oak Investment Advisors
Texas
– -$18K -75 Closed
MA
2315
MUFG Americas
New York
– -$16K -66 Closed
CB
2316
Community Bank
New York
– -$15K -63 Closed
GSAM
2317
Grant Street Asset Management
Pennsylvania
– -$11K -48 Closed
BSG
2318
Black Swift Group
Colorado
– -$7.53K -30 Closed
CWM
2319
Curi Wealth Management
North Carolina
– -$3K -15 Closed
M
2320
MOTCO
Texas
– -$4K -15 Closed
AIA
2321
Arcadia Investment Advisors
Idaho
– -$650 -3 Closed
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93