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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
3001
Peak Asset Management
Colorado
-$238K -739 Closed
GWA
3002
GGM Wealth Advisors
Maryland
-$238K -738 Closed
CWA
3003
Consilio Wealth Advisors
Washington
-$233K -723 Closed
CWM
3004
Concentrum Wealth Management
California
-$233K -722 Closed
CIA
3005
CCM Investment Advisers
South Carolina
-$232K -721 Closed
FCG
3006
Fielder Capital Group
Tennessee
-$231K -717 Closed
ORG
3007
Optimist Retirement Group
Washington
-$231K -717 Closed
NFP
3008
Narus Financial Partners
Utah
-$231K -716 Closed
CPA
3009
Capital Planning Advisors
California
-$230K -714 Closed
MWP
3010
Meridian Wealth Partners
Pennsylvania
-$229K -710 Closed
JBA
3011
Johnson Bixby & Associates
Washington
-$228K -709 Closed
LA
3012
Latitude Advisors
Florida
-$228K -708 Closed
SHGA
3013
Sand Hill Global Advisors
California
-$228K -707 Closed
SWM
3014
Stockman Wealth Management
Montana
-$228K -707 Closed
PFM
3015
Phillips Financial Management
Indiana
-$227K -705 Closed
FB
3016
First Bancorp
Maine
-$226K -702 Closed
NWA
3017
New World Advisors
Massachusetts
-$226K -700 Closed
WRM
3018
Weybosset Research & Management
Rhode Island
-$226K -700 Closed
PCS
3019
Private Client Services
Kentucky
-$225K -698 Closed
NP
3020
Nilsine Partners
Colorado
-$224K -694 Closed
LIWM
3021
Long Island Wealth Management
New York
-$223K -692 Closed
TWM
3022
TriaGen Wealth Management
California
-$222K -690 Closed
GP
3023
Geneva Partners
Wisconsin
-$222K -688 Closed
HP
3024
HT Partners
Connecticut
-$221K -686 Closed
WC
3025
Waterloo Capital
Texas
-$221K -685 Closed