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Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
2076
Cardinal Point Capital Management
Ontario, Canada
-$218K -225 Closed
MCM
2077
Morton Capital Management
California
-$212K -219 Closed
SO
2078
Sierra Ocean
California
-$212K -219 Closed
MSG
2079
Main Street Group
Virginia
-$111K -115 Closed
PFA
2080
Pathway Financial Advisers
Indiana
-$56.3K -60 Closed
SFFS
2081
Stonehage Fleming Financial Services
Jersey
-$57.1K -59 Closed
GFWA
2082
Grey Fox Wealth Advisors
Delaware
-$55.2K -57 Closed
SC
2083
Stance Capital
Massachusetts
-$48.9K -51 Closed
SAM
2084
Strive Asset Management
Ohio
-$39.7K -41 Closed
RA
2085
Rise Advisors
New York
-$35.2K -36 Closed
JWM
2086
JPL Wealth Management
Colorado
-$33.9K -35 Closed
TLA
2087
Tanglewood Legacy Advisors
Texas
-$33.9K -35 Closed
TIM
2088
Tortoise Investment Management
New York
-$28.1K -29 Closed
KFP
2089
Keener Financial Planning
Texas
-$27K -28 Closed
NC
2090
North Capital
Utah
-$25.2K -26 Closed
CWM
2091
Crowley Wealth Management
Delaware
-$19.4K -20 Closed
JFG
2092
JDM Financial Group
Texas
-$14.5K -15 Closed
KHC
2093
Koesten Hirschmann & Crabtree
Kansas
-$14.5K -15 Closed
FLP
2094
Financial Life Planners
Arizona
-$12.6K -13 Closed
KFP
2095
Kerr Financial Planning
California
-$6.13K -6 Closed
PPA
2096
Painted Porch Advisors
California
-$4.84K -5 Closed
DF
2097
DecisionPoint Financial
Arizona
-$4.01K -4 Closed
HC
2098
Hurley Capital
New York
-$3.89K -4 Closed
PCM
2099
Perritt Capital Management
Illinois
-$1.94K -2 Closed
TCM
2100
TruNorth Capital Management
Michigan
-$1.94K -2 Closed