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Name Holding Trade Value Shares
Change
Change in
Stake
PI
2726
Pettee Investors
Connecticut
– -$221K -1,253 Closed
WG
2727
Welch Group
Alabama
– -$234K -1,251 Closed
BFC
2728
Bedel Financial Consulting
Indiana
– -$233K -1,246 Closed
ACG
2729
Allen Capital Group
Nebraska
– -$232K -1,241 Closed
TWP
2730
Tempus Wealth Planning
California
– -$231K -1,239 Closed
MWA
2731
Muirfield Wealth Advisors
North Carolina
– -$230K -1,234 Closed
VFG
2732
Valley Financial Group
Pennsylvania
– -$230K -1,234 Closed
AC
2733
Avory & Company
Florida
– -$229K -1,228 Closed
PIA
2734
Pinion Investment Advisors
Kansas
– -$229K -1,227 Closed
WA
2735
Wealth Architects
California
– -$229K -1,227 Closed
FPGK
2736
Financial Partners Group (Kansas)
Kansas
– -$229K -1,226 Closed
FMWA
2737
Forvis Mazars Wealth Advisors
Missouri
– -$228K -1,224 Closed
PFGIA
2738
Patriot Financial Group Insurance Agency
Massachusetts
– -$229K -1,224 Closed
MAG
2739
Mayfair Advisory Group
Alabama
– -$228K -1,222 Closed
PBK
2740
Peoples Bank (Kansas)
Kansas
– -$228K -1,219 Closed
PAG
2741
Powers Advisory Group
Illinois
– -$227K -1,218 Closed
FFA
2742
Founders Financial Alliance
North Carolina
– -$227K -1,215 Closed
Polen Capital Management
2743
Polen Capital Management
Florida
– -$227K -1,215 Closed
NRI
2744
NFP Retirement Inc
California
– -$225K -1,203 Closed
KFC
2745
Klingenstein Fields & Co
New York
– -$224K -1,202 Closed
CWM
2746
Centurion Wealth Management
Virginia
– -$224K -1,200 Closed
WTG
2747
West Tower Group
Virginia
– -$224K -1,200 Closed
CWA
2748
Centennial Wealth Advisory
Michigan
– -$224K -1,198 Closed
OIS
2749
OneAscent Investment Solutions
Alabama
– -$224K -1,198 Closed
UWM
2750
Urban Wealth Management
California
– -$223K -1,192 Closed