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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1076
Roundview Capital
New Jersey
-$218K -8,172 Closed
FA
1077
FDx Advisors
Illinois
-$210K -7,876 Closed
DBRC
1078
D.B. Root & Company
Pennsylvania
-$205K -7,714 Closed
BBWA
1079
Bell & Brown Wealth Advisors
California
-$249K -7,489 Closed
RPCONE
1080
Retirement Planning Company of New England
Rhode Island
-$165K -6,217 Closed
CA
1081
CoreCap Advisors
Michigan
-$162K -6,068 Closed
FPWM
1082
FSB Premier Wealth Management
Iowa
-$123K -4,621 Closed
HC
1083
Hoese & Co
Minnesota
-$108K -4,040 Closed
AIM
1084
AHL Investment Management
Florida
-$104K -3,897 Closed
ONST
1085
Old North State Trust
North Carolina
-$88K -3,312 Closed
BAM
1086
Barrett Asset Management
New York
-$80K -3,000 Closed
TCOV
1087
Trust Company of Vermont
Vermont
-$78K -2,939 Closed
EWM
1088
Evermay Wealth Management
Virginia
-$70K -2,643 Closed
DAM
1089
Delta Asset Management
Tennessee
-$69K -2,576 Closed
AWM
1090
Avondale Wealth Management
Texas
-$66K -2,465 Closed
EBA
1091
Eagle Bay Advisors
New York
-$62K -2,315 Closed
LFG
1092
Leverty Financial Group
Wisconsin
-$48K -1,813 Closed
FA
1093
Financial Advantage
Maryland
-$39K -1,500 Closed
TC
1094
TAP Consulting
Missouri
-$37K -1,383 Closed
AWA
1095
Amplius Wealth Advisors
Pennsylvania
-$35K -1,315 Closed
WFS
1096
Widmann Financial Services
Maryland
-$34K -1,290 Closed
OF
1097
Outfitter Financial
Maine
-$32K -1,200 Closed
CCM
1098
Chilton Capital Management
Texas
-$32K -1,197 Closed
PO
1099
Private Ocean
California
-$24K -894 Closed
YAL
1100
Your Advocates Ltd
Texas
-$23K -846 Closed