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Name Holding Trade Value Shares
Change
Change in
Stake
TM
2276
TigerOak Management
New Mexico
– -$239K -6,697 Closed
CG
2277
CFO4Life Group
Texas
– -$239K -6,683 Closed
SAM
2278
Secure Asset Management
Michigan
– -$234K -6,545 Closed
BWS
2279
Broadway Wealth Solutions
Texas
– -$233K -6,542 Closed
GWA
2280
Gratus Wealth Advisors
Virginia
– -$233K -6,531 Closed
LA
2281
Latitude Advisors
Florida
– -$232K -6,507 Closed
GWANC
2282
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$232K -6,493 Closed
KTM
2283
Keeler Thomas Management
Utah
– -$230K -6,443 Closed
SFC
2284
SYM Financial Corp
Indiana
– -$229K -6,423 Closed
WIA
2285
Wetzel Investment Advisors
Indiana
– -$229K -6,405 Closed
FFS
2286
Flavin Financial Services
Florida
– -$228K -6,393 Closed
RFA
2287
Resurgent Financial Advisors
Georgia
– -$228K -6,385 Closed
SA
2288
Sovran Advisors
California
– -$229K -6,349 Closed
BFA
2289
Beacon Financial Advisory
Ohio
– -$226K -6,324 Closed
SL
2290
Sentinus LLC
Illinois
– -$225K -6,305 Closed
JCM
2291
Jacobsen Capital Management
Utah
– -$225K -6,293 Closed
ACP
2292
Arcus Capital Partners
Georgia
– -$224K -6,288 Closed
BAS
2293
Brueske Advisory Services
Washington
– -$224K -6,274 Closed
WHG
2294
Westwood Holdings Group
Texas
– -$222K -6,220 Closed
W
2295
Wealthquest
Ohio
– -$222K -6,219 Closed
CPW
2296
Cove Private Wealth
New York
– -$221K -6,206 Closed
GIM
2297
Goelzer Investment Management
Indiana
– -$221K -6,186 Closed
USWIA
2298
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$220K -6,159 Closed
BSSFA
2299
Baron Silver Stevens Financial Advisors
Florida
– -$219K -6,138 Closed
BAM
2300
Brave Asset Management
New Jersey
– -$218K -6,112 Closed