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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
976
SageView Advisory Group
California
– -$23.2K -233 Closed
CTWM
977
Cherry Tree Wealth Management
Minnesota
– -$22.6K -226 Closed
AWA
978
Acumen Wealth Advisors
Tennessee
– -$22.5K -225 Closed
TH
979
TCTC Holdings
Texas
– -$17.1K -171 Closed
EPG
980
Estate Planners Group
Pennsylvania
– -$12.7K -127 Closed
UCB
981
United Community Bank
South Carolina
– -$11.9K -119 Closed
WWA
982
Wealth Watch Advisors
Colorado
– -$10.8K -108 Closed
HHMI
983
Howard Hughes Medical Institute
Maryland
– -$5.79K -58 Closed
CIAS
984
CBIZ Investment Advisory Services
Ohio
– -$3.99K -40 Closed
MSWM
985
Mowery & Schoenfeld Wealth Management
Illinois
– -$2.8K -28 Closed
SFCL
986
Strengthening Families & Communities LLC
Massachusetts
– -$2.3K -23 Closed
LB
987
Legacy Bridge
Iowa
– -$1.6K -16 Closed
GWM
988
Greenline Wealth Management
Florida
– -$1.4K -14 Closed
WW
989
Winnow Wealth
Texas
– -$700 -7 Closed
LIA
990
Luken Investment Analytics
Tennessee
– -$499 -5 Closed
NL
991
NorthAvenue LLC
Ohio
– -$400 -4 Closed
TPBG
992
Turning Point Benefit Group
Maryland
– -$399 -4 Closed
MMCM
993
Murphy & Mullick Capital Management
New York
– -$100 -1 Closed