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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
3201
West Coast Financial
California
– -$204K -4,535 Closed
SFG
3202
Sather Financial Group
Texas
– -$203K -4,526 Closed
ARC
3203
Advisor Resource Council
Texas
– -$203K -4,517 Closed
WC
3204
Westhampton Capital
North Carolina
– -$203K -4,515 Closed
SWP
3205
Semus Wealth Partners
Florida
– -$202K -4,502 Closed
SFWA
3206
Summit Financial Wealth Advisors
Louisiana
– -$202K -4,489 Closed
WW
3207
Westshore Wealth
California
– -$201K -4,481 Closed
ILI
3208
Invesco LLC (Illinois)
Illinois
– -$201K -4,479 Closed
BI
3209
Ballast Inc
Kentucky
– -$201K -4,474 Closed
FG
3210
Foster Group
Iowa
– -$201K -4,474 Closed
PJWM
3211
Philip James Wealth Mangement
Georgia
– -$201K -4,472 Closed
HBS
3212
Howard Bailey Securities
Indiana
– -$201K -4,468 Closed
DWS
3213
Dynamic Wealth Strategies
California
– -$180K -4,004 Closed
AWA
3214
Archvest Wealth Advisors
California
– -$156K -3,476 Closed
WPWM
3215
Western Pacific Wealth Management
Illinois
– -$135K -3,004 Closed
CA
3216
Claris Advisors
Missouri
– -$110K -2,442 Closed
WI
3217
Wintrust Investments
Illinois
– -$104K -2,320 Closed
RWM
3218
Reston Wealth Management
Virginia
– -$56.6K -1,260 Closed
MS
3219
Mizuho Securities
Japan
– -$53.9K -1,200 Closed
OBWP
3220
O'Brien Wealth Partners
Massachusetts
– -$50.1K -1,117 Closed
MWA
3221
MFA Wealth Advisors
Pennsylvania
– -$36.1K -804 Closed
VAMG
3222
Voisard Asset Management Group
Michigan
– -$35K -779 Closed
SHIM
3223
Stone House Investment Management
Pennsylvania
– -$31.1K -693 Closed
CPA
3224
Capital Performance Advisors
California
– -$31K -691 Closed
ACM
3225
Aster Capital Management
United Arab Emirates
– -$29K -645 Closed
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