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Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
3351
Client 1st Advisory Group
Florida
– -$257K -6,303 Closed
CWM
3352
Collaborative Wealth Management
Florida
– -$248K -6,091 Closed
PCMH
3353
Polymer Capital Management (HK)
Hong Kong
– -$244K -6,000 Closed
GRR
3354
Golden Reserve Retirement
Ohio
– -$244K -5,981 Closed
EFH
3355
Eaton Financial Holdings
Florida
– -$236K -5,782 Closed
SWM
3356
Sandro Wealth Management
New Jersey
– -$231K -5,680 Closed
PBF
3357
Petix & Botte Financial
California
– -$230K -5,656 Closed
WN
3358
Williams & Novak
California
– -$225K -5,526 Closed
SG
3359
Sherry Group
Arkansas
– -$223K -5,470 Closed
PFG
3360
PAX Financial Group
Texas
– -$220K -5,394 Closed
CWM
3361
Cahaba Wealth Management
Georgia
– -$219K -5,384 Closed
ML
3362
Mayport LLC
Massachusetts
– -$218K -5,362 Closed
RCP
3363
Rothschild Capital Partners
New York
– -$210K -5,160 Closed
AHB
3364
Abner Herrman & Brock
New Jersey
– -$208K -5,112 Closed
RB
3365
Renasant Bank
Mississippi
– -$204K -5,004 Closed
CCA
3366
Cora Capital Advisors
New Jersey
– -$204K -4,998 Closed
SWM
3367
Segment Wealth Management
Texas
– -$201K -4,935 Closed
KBFS
3368
Kohmann Bosshard Financial Services
Ohio
– -$151K -3,703 Closed
IIM
3369
IFC & Insurance Marketing
California
– -$108K -2,659 Closed
OC
3370
Optima Capital
Oregon
– -$87.2K -2,141 Closed
GA
3371
GoalVest Advisory
New York
– -$84.5K -2,074 Closed
SC
3372
Sawyer & Company
Massachusetts
– -$80.2K -1,968 Closed
CFS
3373
Compass Financial Services
Iowa
– -$72.2K -1,773 Closed
MA
3374
Modus Advisors
Minnesota
– -$47.2K -1,160 Closed
CRI
3375
Commonwealth Retirement Investments
Virginia
– -$45.4K -1,115 Closed
133 134
135
136 137