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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2076
Caerus Investment Advisors
Texas
-$218K -7,610 Closed
PA
2077
Perennial Advisors
New York
-$218K -7,604 Closed
FNA
2078
First National Advisers
Nebraska
-$218K -7,591 Closed
ACA
2079
Affinity Capital Advisors
California
-$218K -7,576 Closed
CFS
2080
Commonwealth Financial Services
West Virginia
-$218K -7,576 Closed
TAM
2081
Titleist Asset Management
Texas
-$217K -7,564 Closed
WLPWM
2082
Walled Lake Planning & Wealth Management
Illinois
-$217K -7,560 Closed
CIA
2083
Cladis Investment Advisory
Montana
-$217K -7,544 Closed
SAM
2084
Secure Asset Management
Michigan
-$217K -7,542 Closed
ACM
2085
Arcataur Capital Management
Wisconsin
-$214K -7,454 Closed
TWM
2086
Topsail Wealth Management
North Carolina
-$214K -7,441 Closed
FFA
2087
Fi3 Financial Advisors
Indiana
-$213K -7,435 Closed
MAA
2088
Mraz Amerine & Associates
California
-$213K -7,427 Closed
FWA
2089
FSM Wealth Advisors
Ohio
-$213K -7,426 Closed
BOJHT
2090
Bank of Jackson Hole Trust
Wyoming
-$213K -7,415 Closed
HAS
2091
Holland Advisory Services
Florida
-$213K -7,411 Closed
MHC
2092
Meyer Handelman Company
New York
-$213K -7,404 Closed
CPC
2093
Congress Park Capital
New York
-$212K -7,400 Closed
PL
2094
Parthenon LLC
Kentucky
-$212K -7,370 Closed
VST
2095
Van Strum & Towne
California
-$210K -7,310 Closed
FFG
2096
Frisch Financial Group
New York
-$210K -7,304 Closed
BW
2097
Blalock Williams
Alabama
-$210K -7,303 Closed
GWMR
2098
GC Wealth Management RIA
Massachusetts
-$210K -7,298 Closed
CPA
2099
Capital Performance Advisors
California
-$210K -7,297 Closed
RCM
2100
RB Capital Management
Nevada
-$209K -7,292 Closed