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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
– -$6.79K -100 Closed
OPTFSNA
702
Old Point Trust & Financial Services N A
Virginia
– -$5.77K -85 Closed
AWM
703
Activest Wealth Management
Florida
– -$12.3K -66 Closed
IGWM
704
ICA Group Wealth Management
Colorado
– -$4.07K -60 Closed
NCM
705
Northwest Capital Management
Oregon
– -$3.39K -50 Closed
ODG
706
O'Dell Group
Ohio
– -$3.19K -47 Closed
CHC
707
City Holding Co
West Virginia
– -$2.04K -30 Closed
KFS
708
Kelly Financial Services
Massachusetts
– -$2.04K -30 Closed
LJHT
709
Laurie J. Hall Trustee
– -$2K -26 Closed
PFSC
710
Peoples Financial Services Corp
Pennsylvania
– -$1.7K -25 Closed
TCM
711
TD Capital Management
Tennessee
– -$1.7K -25 Closed
FBC
712
Fairfield, Bush & Co
Connecticut
– -$1.49K -22 Closed
VF
713
VitalStone Financial
Texas
– -$1.18K -17 -94%
CFO
714
CVA Family Office
Colorado
– -$1.09K -16 Closed
TPCW
715
TD Private Client Wealth
New York
– -$1.09K -16 Closed
DI
716
Disciplined Investments
Oklahoma
– -$815 -12 Closed
SF
717
Safeguard Financial
Wisconsin
– -$1K -10 Closed
FA
718
Fiduciary Alliance
South Carolina
– -$611 -9 Closed
FFL
719
Financial Freedom LLC
Ohio
– -$475 -7 Closed
CWA
720
Clearview Wealth Advisors
Oregon
– -$407 -6 Closed
CA
721
Crewe Advisors
Utah
– -$408 -6 Closed
TAM
722
Tucker Asset Management
Colorado
– -$407 -6 Closed
DSC
723
Duncker Streett & Co
Missouri
– -$339 -5 Closed
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