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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
3176
Beacon Capital Management LLC (Tennessee)
Tennessee
-$207K -2,012 Closed
DFG
3177
Demars Financial Group
Washington
-$207K -2,011 Closed
RWB
3178
RMR Wealth Builders
New Jersey
-$206K -2,006 Closed
GW
3179
Griffith & Werner
Georgia
-$206K -2,005 Closed
PS
3180
Planned Solutions
California
-$206K -2,004 Closed
B
3181
Bellecapital
Switzerland
-$205K -2,000 Closed
WCM
3182
Wisconsin Capital Management
Wisconsin
-$205K -2,000 Closed
BEAM
3183
Baker Ellis Asset Management
Washington
-$205K -1,999 Closed
PFM
3184
Patton Fund Management
Texas
-$205K -1,998 Closed
KWM
3185
Kaydan Wealth Management
Michigan
-$205K -1,992 Closed
AHIA
3186
Andrew Hill Investment Advisors
Florida
-$202K -1,967 Closed
EPW
3187
Endeavor Private Wealth
Kansas
-$202K -1,967 Closed
PBK
3188
Peoples Bank (Kansas)
Kansas
-$201K -1,960 Closed
BWMG
3189
Barnes Wealth Management Group
California
-$201K -1,954 Closed
SWM
3190
Shelton Wealth Management
Texas
-$200K -1,951 Closed
DWP
3191
Destiny Wealth Partners
Florida
-$199K -1,934 Closed
BA
3192
Ballast Advisors
Minnesota
-$196K -1,905 Closed
WCM
3193
Winthrop Capital Management
Indiana
-$188K -1,827 Closed
SOW
3194
State of Wyoming
Wyoming
-$183K -1,782 Closed
CI
3195
Corient IA
Florida
-$183K -1,780 Closed
WSFG
3196
Wall Street Financial Group
Illinois
-$174K -1,693 Closed
BBPWM
3197
Blue Bell Private Wealth Management
Pennsylvania
-$171K -1,667 Closed
CCM
3198
Copeland Capital Management
Pennsylvania
-$128K -1,248 Closed
TPWA
3199
Twin Peaks Wealth Advisors
California
-$123K -1,201 Closed
SA
3200
Scarborough Advisors
Maryland
-$123K -1,199 Closed