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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
2551
Willis Johnson & Associates
Texas
-$206K -786 Closed
PBO
2552
Peoples Bank (Ohio)
Ohio
-$205K -782 Closed
WAOI
2553
Wealth Advisors of Iowa
Iowa
-$204K -779 Closed
MAG
2554
Mokosak Advisory Group
Iowa
-$203K -774 Closed
MAWA
2555
Moss Adams Wealth Advisors
Washington
-$203K -774 Closed
HGWM
2556
Horst & Graben Wealth Management
Oregon
-$203K -772 Closed
CA
2557
Cortland Associates
Missouri
-$202K -770 Closed
GIM
2558
Guild Investment Management
California
-$200K -762 Closed
ACM
2559
AUA Capital Management
Pennsylvania
-$160K -611 Closed
LWP
2560
Laurel Wealth Planning
Minnesota
-$158K -600 Closed
PFC
2561
Phocas Financial Corp
California
-$158K -600 Closed
UCB
2562
United Community Bank
South Carolina
-$149K -567 Closed
ACP
2563
Arcus Capital Partners
Georgia
-$110K -418 Closed
MWM
2564
MinichMacGregor Wealth Management
New York
-$84K -320 Closed
FCA
2565
Fortis Capital Advisors
Kansas
-$62.8K -239 Closed
RTL
2566
Red Tortoise LLC
Georgia
-$59.1K -225 Closed
MS
2567
Madden Securities
Texas
-$52.5K -200 Closed
KI
2568
Kapitalo Investimentos
Brazil
-$45.2K -172 Closed
WA
2569
Win Advisors
Florida
-$30.2K -115 Closed
GMA
2570
Glassy Mountain Advisors
Maryland
-$26.3K -100 Closed
MPCL
2571
My Personal CFO LLC
Washington
-$21K -80 Closed
RFS
2572
Retirement Financial Solutions
Tennessee
-$19.2K -73 Closed
SC
2573
Sierra Capital
Florida
-$7K -25 Closed
CSPAM
2574
Cary Street Partners Asset Management
Virginia
-$1.84K -7 Closed
PPWM
2575
PFG Private Wealth Management
Florida
-$2K -7 Closed