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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2601
IFG Advisory
Georgia
– -$535K -2,464 Closed
CAGAS
2602
Capital Advisory Group Advisory Services
Minnesota
– -$500K -2,302 Closed
WFAG
2603
Worth Financial Advisory Group
North Carolina
– -$479K -2,207 Closed
WBC
2604
West Branch Capital
Massachusetts
– -$434K -2,000 Closed
RCI
2605
RS Crum Inc
California
– -$426K -1,964 Closed
TDB
2606
Thompson David Blair
– -$426K -1,960 Closed
BMM
2607
Berkshire Money Management
Massachusetts
– -$420K -1,936 Closed
SIM
2608
Sentry Investment Management
Wisconsin
– -$414K -1,905 Closed
PAS
2609
PKS Advisory Services
New York
– -$399K -1,839 Closed
OC
2610
Optima Capital
Oregon
– -$397K -1,829 Closed
CWM
2611
Collaborative Wealth Management
Florida
– -$373K -1,717 Closed
CAS
2612
Coppell Advisory Solutions
Texas
– -$365K -1,672 Closed
CCA
2613
Childress Capital Advisors
Texas
– -$360K -1,656 Closed
JSL
2614
JT Stratford LLC
Georgia
– -$353K -1,626 Closed
FWP
2615
Forefront Wealth Partners
Texas
– -$327K -1,507 Closed
GCC
2616
Game Creek Capital
Massachusetts
– -$326K -1,500 Closed
HC
2617
Hourglass Capital
Texas
– -$326K -1,500 Closed
RFW
2618
Rainier Family Wealth
Washington
– -$313K -1,442 Closed
TWA
2619
Tulsa Wealth Advisors
Oklahoma
– -$302K -1,392 Closed
FFS
2620
Founders Financial Securities
Maryland
– -$299K -1,379 Closed
CST
2621
Charles Schwab Trust
Nevada
– -$287K -1,322 Closed
WWM
2622
Waterway Wealth Management
Texas
– -$285K -1,314 Closed
BRM
2623
Boston Research & Management
Massachusetts
– -$282K -1,300 Closed
KSWWM
2624
Keyes Stange & Wooten Wealth Management
Florida
– -$281K -1,294 Closed
DCM
2625
Donaldson Capital Management
Indiana
– -$263K -1,210 Closed