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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2901
Wealth Management Associates
New Jersey
– -$237K -848 Closed
EMAM
2902
Encompass More Asset Management
California
– -$234K -838 Closed
CWMK
2903
Caliber Wealth Management (Kansas)
Kansas
– -$234K -837 Closed
HFS
2904
Heritage Financial Services
Massachusetts
– -$233K -834 Closed
ABTD
2905
Arvest Bank Trust Division
Oklahoma
– -$231K -827 Closed
LWM
2906
LJI Wealth Management
Indiana
– -$230K -824 Closed
SXL
2907
Summit X LLC
Missouri
– -$230K -824 Closed
IPWA
2908
International Private Wealth Advisors
California
– -$230K -823 Closed
SPFA
2909
Summit Place Financial Advisors
New Jersey
– -$227K -813 Closed
SAM
2910
Smithbridge Asset Management
Pennsylvania
– -$224K -801 Closed
PCP
2911
Panoramic Capital Partners
Oregon
– -$238K -797 Closed
FFG
2912
Fortem Financial Group
California
– -$222K -796 Closed
GWM
2913
Glass Wealth Management
Texas
– -$211K -755 Closed
ODIJL
2914
One Day In July LLC
Vermont
– -$208K -746 Closed
IAMOG
2915
Investors Asset Management of Georgia
Georgia
– -$207K -740 Closed
HFS
2916
Hoge Financial Services
Pennsylvania
– -$208K -737 Closed
BRIA
2917
Balanced Rock Investment Advisors
Massachusetts
– -$205K -736 Closed
FEM
2918
Fulcrum Equity Management
Texas
– -$204K -732 Closed
SHGA
2919
Sand Hill Global Advisors
California
– -$201K -720 Closed
CPA
2920
Capital Planning Advisors
California
– -$201K -719 Closed
TWM
2921
TriaGen Wealth Management
California
– -$201K -719 Closed
EWA
2922
EQ Wealth Advisors
Texas
– -$195K -700 Closed
MPW
2923
MASECO Private Wealth
– -$193K -693 Closed
JTWM
2924
Jackson Thornton Wealth Management
Alabama
– -$204K -687 Closed
AWM
2925
Atticus Wealth Management
Florida
– -$183K -655 Closed