Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2551
Prosperity Capital Advisors
Ohio
– -$207K -787 Closed
WJA
2552
Willis Johnson & Associates
Texas
– -$206K -786 Closed
PBO
2553
Peoples Bank (Ohio)
Ohio
– -$205K -782 Closed
WAOI
2554
Wealth Advisors of Iowa
Iowa
– -$204K -779 Closed
MAG
2555
Mokosak Advisory Group
Iowa
– -$203K -774 Closed
MAWA
2556
Moss Adams Wealth Advisors
Washington
– -$203K -774 Closed
HGWM
2557
Horst & Graben Wealth Management
Oregon
– -$203K -772 Closed
CA
2558
Cortland Associates
Missouri
– -$202K -770 Closed
GIM
2559
Guild Investment Management
California
– -$200K -762 Closed
ACM
2560
AUA Capital Management
Pennsylvania
– -$160K -611 Closed
LWP
2561
Laurel Wealth Planning
Minnesota
– -$158K -600 Closed
PFC
2562
Phocas Financial Corp
California
– -$158K -600 Closed
UCB
2563
United Community Bank
South Carolina
– -$149K -567 Closed
ACP
2564
Arcus Capital Partners
Georgia
– -$110K -418 Closed
MWM
2565
MinichMacGregor Wealth Management
New York
– -$84K -320 Closed
FCA
2566
Fortis Capital Advisors
Kansas
– -$62.8K -239 Closed
RTL
2567
Red Tortoise LLC
Georgia
– -$59.1K -225 Closed
MS
2568
Madden Securities
Texas
– -$52.5K -200 Closed
KI
2569
Kapitalo Investimentos
Brazil
– -$45.2K -172 Closed
WA
2570
Win Advisors
Florida
– -$30.2K -115 Closed
GMA
2571
Glassy Mountain Advisors
Maryland
– -$26.3K -100 Closed
MPCL
2572
My Personal CFO LLC
Washington
– -$21K -80 Closed
RFS
2573
Retirement Financial Solutions
Tennessee
– -$19.2K -73 Closed
SC
2574
Sierra Capital
Florida
– -$7K -25 Closed
CSPAM
2575
Cary Street Partners Asset Management
Virginia
– -$1.84K -7 Closed