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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2901
Blodgett Wealth Advisors
California
– -$283K -560 Closed
NJBEST
2902
New Jersey Better Educational Savings Trust
New Jersey
– -$272K -540 Closed
CAM
2903
Crestone Asset Management
Colorado
– -$265K -525 Closed
APG
2904
Abacus Planning Group
South Carolina
– -$261K -518 Closed
DIM
2905
Delta Investment Management
California
– -$258K -512 Closed
MM
2906
MQS Management
New York
– -$246K -488 Closed
PCMC
2907
Private Capital Management (Colorado)
Colorado
– -$239K -473 Closed
TIA
2908
Traphagen Investment Advisors
New Jersey
– -$233K -462 Closed
AF
2909
Apollon Financial
South Carolina
– -$228K -452 Closed
WDL
2910
Well Done LLC
Michigan
– -$228K -451 Closed
BSSFA
2911
Baron Silver Stevens Financial Advisors
Florida
– -$227K -450 Closed
CIC
2912
Crawford Investment Counsel
Georgia
– -$225K -446 Closed
ES
2913
Eagle Strategies
New York
– -$223K -441 Closed
TA
2914
TrueWealth Advisors
Alabama
– -$223K -441 Closed
CHAM
2915
Clear Harbor Asset Management
Connecticut
– -$222K -440 Closed
JWM
2916
JPL Wealth Management
Colorado
– -$218K -433 Closed
GAG
2917
GM Advisory Group
New York
– -$214K -425 Closed
VA
2918
Verdad Advisers
Massachusetts
– -$212K -420 Closed
VR
2919
Valued Retirements
Texas
– -$210K -416 Closed
RFP
2920
Root Financial Partners
California
– -$208K -413 Closed
WAM
2921
Worth Asset Management
Texas
– -$205K -407 Closed
NCTC
2922
New Covenant Trust Company
Indiana
– -$190K -377 Closed
GAA
2923
Global Assets Advisory
Florida
– -$149K -297 Closed
IPW
2924
Impact Partnership Wealth
Georgia
– -$112K -221 Closed
MAWCM
2925
Mine & Arao Wealth Creation & Management
California
– -$101K -201 Closed