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Name Holding Trade Value Shares
Change
Change in
Stake
MC
2301
Middleton & Co
Massachusetts
-$203K -5,184 Closed
FWM
2302
Forefront Wealth Management
Pennsylvania
-$203K -5,160 Closed
EM
2303
Excalibur Management
Massachusetts
-$202K -5,156 Closed
DGI
2304
Disciplined Growth Investors
Minnesota
-$201K -5,120 Closed
MFGM
2305
Marshall Financial Group (Maryland)
Maryland
-$201K -5,113 Closed
SICM
2306
Sustainable Insight Capital Management
New York
-$212K -5,000 Closed
COCM
2307
Charter Oak Capital Management
New Hampshire
-$190K -4,841 Closed
AP
2308
Atwood & Palmer
Missouri
-$177K -4,512 Closed
HFS
2309
Heritage Financial Services
Massachusetts
-$134K -3,437 Closed
RFP
2310
Roth Financial Partners
Texas
-$126K -3,214 Closed
GLLW
2311
Graves Light Lenhart Wealth
Virginia
-$108K -2,745 Closed
WAM
2312
Worth Asset Management
Texas
-$101K -2,587 Closed
IIL
2313
Insight Inv LLC
California
-$83K -2,106 Closed
MGI
2314
MayTech Global Investments
New York
-$78K -2,000 Closed
GKIM
2315
GW&K Investment Management
Massachusetts
-$70K -1,781 Closed
SFG
2316
Steward Financial Group
Texas
-$68K -1,744 Closed
TCWM
2317
Total Clarity Wealth Management
Illinois
-$63K -1,618 Closed
RCM
2318
Regency Capital Management
Hawaii
-$59K -1,500 Closed
AW
2319
ACG Wealth
Georgia
-$58K -1,488 Closed
FPB
2320
First PREMIER Bank
South Dakota
-$55K -1,411 Closed
WFA
2321
West Financial Advisors
Iowa
-$51K -1,300 Closed
BMD
2322
Better Money Decisions
New Mexico
-$50K -1,264 Closed
WOSD
2323
WFA of San Diego
California
-$46K -1,175 Closed
GWMIA
2324
Global Wealth Management Investment Advisory
Florida
-$43K -1,096 Closed
FBT
2325
First Bank & Trust
South Dakota
-$38K -954 Closed