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Name Holding Trade Value Shares
Change
Change in
Stake
I
2301
INVST
Indiana
– -$202K -5,196 Closed
MC
2302
Middleton & Co
Massachusetts
– -$203K -5,184 Closed
FWM
2303
Forefront Wealth Management
Pennsylvania
– -$203K -5,160 Closed
EM
2304
Excalibur Management
Massachusetts
– -$202K -5,156 Closed
DGI
2305
Disciplined Growth Investors
Minnesota
– -$201K -5,120 Closed
MFGM
2306
Marshall Financial Group (Maryland)
Maryland
– -$201K -5,113 Closed
SICM
2307
Sustainable Insight Capital Management
New York
– -$212K -5,000 Closed
COCM
2308
Charter Oak Capital Management
New Hampshire
– -$190K -4,841 Closed
AP
2309
Atwood & Palmer
Missouri
– -$177K -4,512 Closed
HFS
2310
Heritage Financial Services
Massachusetts
– -$134K -3,437 Closed
RFP
2311
Roth Financial Partners
Texas
– -$126K -3,214 Closed
JSAM
2312
J. Safra Asset Management
New York
– -$153K -3,000 Closed
GLLW
2313
Graves Light Lenhart Wealth
Virginia
– -$108K -2,745 Closed
WAM
2314
Worth Asset Management
Texas
– -$101K -2,587 Closed
IIL
2315
Insight Inv LLC
California
– -$83K -2,106 Closed
MGI
2316
MayTech Global Investments
New York
– -$78K -2,000 Closed
GKIM
2317
GW&K Investment Management
Massachusetts
– -$70K -1,781 Closed
SFG
2318
Steward Financial Group
Texas
– -$68K -1,744 Closed
TCWM
2319
Total Clarity Wealth Management
Illinois
– -$63K -1,618 Closed
RCM
2320
Regency Capital Management
Hawaii
– -$59K -1,500 Closed
AW
2321
ACG Wealth
Georgia
– -$58K -1,488 Closed
FPB
2322
First PREMIER Bank
South Dakota
– -$55K -1,411 Closed
WFA
2323
West Financial Advisors
Iowa
– -$51K -1,300 Closed
BMD
2324
Better Money Decisions
New Mexico
– -$50K -1,264 Closed
WOSD
2325
WFA of San Diego
California
– -$46K -1,175 Closed