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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2701
Accurate Wealth Management
Florida
– -$205K -612 Closed
TW
2702
Traveka Wealth
California
– -$216K -611 Closed
FP
2703
Fiduciary Planning
Florida
– -$214K -608 Closed
DDC
2704
DF Dent & Co
Maryland
– -$214K -606 Closed
FPGK
2705
Financial Partners Group (Kansas)
Kansas
– -$210K -596 Closed
PCM
2706
Parsons Capital Management
Rhode Island
– -$210K -596 Closed
WF
2707
Whelan Financial
California
– -$210K -596 Closed
GAA
2708
Guardian Asset Advisors
Pennsylvania
– -$210K -594 Closed
CF
2709
Convergence Financial
Missouri
– -$209K -593 Closed
ZAM
2710
Zevin Asset Management
Massachusetts
– -$204K -577 Closed
BI
2711
Bolthouse Investments
California
– -$201K -571 Closed
TWA
2712
TCI Wealth Advisors
Arizona
– -$201K -571 Closed
MCM
2713
McDonough Capital Management
Florida
– -$201K -570 Closed
DWP
2714
Destiny Wealth Partners
Florida
– -$201K -569 Closed
CA
2715
Claris Advisors
Missouri
– -$203K -526 Closed
RA
2716
Rise Advisors
New York
– -$147K -417 Closed
TIM
2717
Tortoise Investment Management
New York
– -$107K -303 Closed
NCM
2718
Northwest Capital Management
Oregon
– -$103K -292 Closed
HFS
2719
Hopwood Financial Services
Virginia
– -$93.5K -265 Closed
XC
2720
XY Capital
Hong Kong
– -$83.7K -246 Closed
CWM
2721
Crowley Wealth Management
Delaware
– -$75.1K -213 Closed
NC
2722
North Capital
Utah
– -$60K -170 Closed
TCM
2723
TruNorth Capital Management
Michigan
– -$47.3K -134 Closed
BC
2724
Bayforest Capital
United Kingdom
– -$39.5K -112 Closed
GFWA
2725
Grey Fox Wealth Advisors
Delaware
– -$37.7K -107 Closed