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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1201
Global Retirement Partners
California
– -$129K -2,473 Closed
CI
1202
CX Institutional
Indiana
– -$74K -1,416 Closed
MA
1203
MCF Advisors
Kentucky
– -$53K -1,018 Closed
BC
1204
Bartlett & Co
Ohio
– -$53K -1,013 Closed
BCWM
1205
Bartlett & Co Wealth Management
Ohio
– -$52.8K -1,013 Closed
SFP
1206
Sterling Financial Planning
New Jersey
– -$52K -1,000 Closed
CPC
1207
Consolidated Planning Corp
Georgia
– -$45K -854 Closed
AWA
1208
Arkadios Wealth Advisors
Georgia
– -$39K -752 Closed
RCA
1209
Ranch Capital Advisors
Florida
– -$38K -720 Closed
DFCM
1210
Dark Forest Capital Management
Puerto Rico
– -$32K -616 Closed
GKWIM
1211
Gerber Kawasaki Wealth & Investment Management
California
– -$25K -496 Closed
CAGAS
1212
Capital Advisory Group Advisory Services
Minnesota
– -$22K -413 Closed
DOA
1213
D'Orazio & Associates
Virginia
– -$20K -380 Closed
APWA
1214
Atlas Private Wealth Advisors
New Jersey
– -$13K -248 Closed
CFA
1215
Cahill Financial Advisors
Minnesota
– -$12K -232 Closed
SSC
1216
Syverson Strege & Co
Iowa
– -$8K -159 Closed
BEI
1217
Benjamin Edwards Inc
Missouri
– -$7K -143 Closed
KIG
1218
Kowal Investment Group
Wisconsin
– -$7K -142 Closed
RA
1219
Resolute Advisors
California
– -$6K -122 Closed
LWM
1220
Liberty Wealth Management
California
– -$6K -114 Closed
BAM
1221
Baldrige Asset Management
Pennsylvania
– -$5K -95 Closed
SFP
1222
Sandbox Financial Partners
Maryland
– -$3K -58 Closed
JFGIW
1223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3K -50 Closed
CMBA
1224
C.M. Bidwell & Associates
Hawaii
– -$1K -16 Closed
FPFS
1225
First Personal Financial Services
North Carolina
– +$224 +4 New