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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
3001
L & S Advisors
California
– -$265K -1,000 Closed
SAM
3002
Stembrook Asset Management
New Jersey
– -$265K -1,000 Closed
TDC
3003
Thompson Davis & Co
Virginia
– -$265K -1,000 Closed
MBWA
3004
Marin Bay Wealth Advisors
California
– -$264K -997 Closed
PWP
3005
Prasad Wealth Partners
Ohio
– -$264K -995 Closed
AIM
3006
Alhambra Investment Management
Florida
– -$263K -993 Closed
BOC
3007
Bull Oak Capital
California
– -$261K -987 Closed
HPM
3008
Hoxton Planning & Management
West Virginia
– -$261K -984 Closed
CAAS
3009
Capital Asset Advisory Services
Michigan
– -$257K -979 Closed
BFWA
3010
Benchmark Financial Wealth Advisors
Florida
– -$259K -978 Closed
AAMA
3011
Advanced Asset Management Advisors
Ohio
– -$258K -975 Closed
CAS
3012
Coppell Advisory Solutions
Texas
– -$259K -975 Closed
BNA
3013
BankChampaign National Association
Illinois
– -$258K -974 Closed
SIM
3014
SSI Investment Management
California
– -$258K -974 Closed
TA
3015
Tactive Advisors
Florida
– -$257K -971 Closed
RS
3016
Retirement Solution
Washington
– -$257K -970 Closed
FA
3017
Fermata Advisors
California
– -$257K -969 Closed
NCTC
3018
New Covenant Trust Company
Indiana
– -$246K -968 Closed
LWP
3019
LeClair Wealth Partners
Ohio
– -$256K -967 Closed
SIC
3020
Sigma Investment Counselors
Michigan
– -$256K -967 Closed
Gradient Investments
3021
Gradient Investments
Minnesota
– -$256K -966 Closed
BSSFA
3022
Baron Silver Stevens Financial Advisors
Florida
– -$254K -957 Closed
MCC
3023
Money Concepts Capital
Florida
– -$253K -956 Closed
WDC
3024
Woodward Diversified Capital
California
– -$251K -949 Closed
EFL
3025
ERn Financial LLC
Wisconsin
– -$251K -948 Closed