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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2651
Kaizen Financial Strategies
California
– -$300K -915 Closed
AB
2652
Atlas Brown
Kentucky
– -$322K -914 Closed
CWM
2653
Chronos Wealth Management
Florida
– -$322K -913 Closed
AWM
2654
Ariadne Wealth Management
California
– -$304K -910 Closed
KFS
2655
Kurt F. Somerville
– -$318K -902 Closed
CASB
2656
Cape Ann Savings Bank
Massachusetts
– -$312K -883 Closed
LPT
2657
Legacy Private Trust
Wisconsin
– -$303K -860 Closed
TGIA
2658
Torrey Growth & Income Advisors
California
– -$302K -855 Closed
MYIA
2659
Mount Yale Investment Advisors
Colorado
– -$301K -854 Closed
OIS
2660
Okabena Investment Services
Minnesota
– -$298K -846 Closed
AGA
2661
Arkos Global Advisors
Texas
– -$296K -840 Closed
FB
2662
Finward Bancorp
Indiana
– -$296K -840 Closed
CIS
2663
Custom Index Systems
New York
– -$295K -836 Closed
AA
2664
Armis Advisers
Georgia
– -$278K -823 Closed
ALAM
2665
Asahi Life Asset Management
Japan
– -$290K -822 Closed
WSFG
2666
Wall Street Financial Group
Illinois
– -$283K -802 Closed
AFGAS
2667
Allegiance Financial Group Advisory Services
Virginia
– -$281K -796 Closed
KOC
2668
Koss-Olinger Consulting
Florida
– -$307K -794 Closed
MMM
2669
Mendel Money Management
Illinois
– -$276K -782 Closed
LIP
2670
Lighthouse Investment Partners
Florida
– -$275K -780 Closed
GHAM
2671
Gilman Hill Asset Management
Connecticut
– -$266K -755 Closed
FWP
2672
Family Wealth Partners
North Carolina
– -$262K -742 Closed
BA
2673
Bluesphere Advisors
Pennsylvania
– -$260K -737 Closed
CIA
2674
CCM Investment Advisers
South Carolina
– -$256K -726 Closed
PWMA
2675
Pension & Wealth Management Advisors
Massachusetts
– -$254K -720 Closed