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Name Holding Trade Value Shares
Change
Change in
Stake
PI
2701
Pettee Investors
Connecticut
-$221K -1,253 Closed
WG
2702
Welch Group
Alabama
-$234K -1,251 Closed
BFC
2703
Bedel Financial Consulting
Indiana
-$233K -1,246 Closed
ACG
2704
Allen Capital Group
Nebraska
-$232K -1,241 Closed
TWP
2705
Tempus Wealth Planning
California
-$231K -1,239 Closed
MWA
2706
Muirfield Wealth Advisors
North Carolina
-$230K -1,234 Closed
VFG
2707
Valley Financial Group
Pennsylvania
-$230K -1,234 Closed
AC
2708
Avory & Company
Florida
-$229K -1,228 Closed
PIA
2709
Pinion Investment Advisors
Kansas
-$229K -1,227 Closed
WA
2710
Wealth Architects
California
-$229K -1,227 Closed
FPGK
2711
Financial Partners Group (Kansas)
Kansas
-$229K -1,226 Closed
FMWA
2712
Forvis Mazars Wealth Advisors
Missouri
-$228K -1,224 Closed
PFGIA
2713
Patriot Financial Group Insurance Agency
Massachusetts
-$229K -1,224 Closed
MAG
2714
Mayfair Advisory Group
Alabama
-$228K -1,222 Closed
PBK
2715
Peoples Bank (Kansas)
Kansas
-$228K -1,219 Closed
PAG
2716
Powers Advisory Group
Illinois
-$227K -1,218 Closed
FFA
2717
Founders Financial Alliance
North Carolina
-$227K -1,215 Closed
Polen Capital Management
2718
Polen Capital Management
Florida
-$227K -1,215 Closed
NRI
2719
NFP Retirement Inc
California
-$225K -1,203 Closed
KFC
2720
Klingenstein Fields & Co
New York
-$224K -1,202 Closed
CWM
2721
Centurion Wealth Management
Virginia
-$224K -1,200 Closed
WTG
2722
West Tower Group
Virginia
-$224K -1,200 Closed
CWA
2723
Centennial Wealth Advisory
Michigan
-$224K -1,198 Closed
OIS
2724
OneAscent Investment Solutions
Alabama
-$224K -1,198 Closed
UWM
2725
Urban Wealth Management
California
-$223K -1,192 Closed