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Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
2301
Vishria Bird Financial Group
Tennessee
– -$218K -991 Closed
BAM
2302
Berkshire Asset Management
Pennsylvania
– -$217K -988 Closed
VWM
2303
Valley Wealth Managers
New Jersey
– -$216K -980 Closed
TIAM2
2304
Tru Independence Asset Management 2
Oregon
– -$215K -976 Closed
ATFA
2305
All Terrain Financial Advisors
Minnesota
– -$214K -975 Closed
JSL
2306
JT Stratford LLC
Georgia
– -$214K -971 Closed
KS
2307
Karpas Strategies
Connecticut
– -$206K -968 Closed
FMC
2308
First Merchants Corp
Indiana
– -$211K -961 Closed
CFG
2309
Compton Financial Group
Maryland
– -$211K -960 Closed
ICG
2310
InterOcean Capital Group
Tennessee
– -$211K -959 Closed
OCPWS
2311
One Charles Private Wealth Services
Massachusetts
– -$211K -959 Closed
DAM
2312
Draper Asset Management
New York
– -$211K -958 Closed
MF
2313
Montis Financial
Massachusetts
– -$213K -951 Closed
BG
2314
Bahl & Gaynor
Ohio
– -$209K -950 Closed
RW
2315
REDW Wealth
New Mexico
– -$209K -950 Closed
BFA
2316
Beacon Financial Advisory
Ohio
– -$208K -944 Closed
GGS
2317
Galvin Gaustad & Stein
Arizona
– -$208K -944 Closed
NCM
2318
Nelson Capital Management
California
– -$207K -941 Closed
4WM
2319
44 Wealth Management
Oregon
– -$207K -939 Closed
FUBT
2320
First United Bank & Trust
Maryland
– -$207K -939 Closed
CPC
2321
Consolidated Planning Corp
Georgia
– -$206K -938 Closed
JBA
2322
Johnson Bixby & Associates
Washington
– -$205K -934 Closed
IP
2323
Isthmus Partners
Wisconsin
– -$205K -933 Closed
HA
2324
Harfst & Associates
Wyoming
– -$204K -932 Closed
TWP
2325
TFO Wealth Partners
Ohio
– -$204K -929 Closed