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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
3076
Hemington Wealth Management
Virginia
– -$313K -5,757 Closed
CAGAS
3077
Capital Advisory Group Advisory Services
Minnesota
– -$266K -4,890 Closed
VIMU
3078
Veritas Investment Management (UK)
United Kingdom
– -$234K -4,300 Closed
BWA
3079
BlueSky Wealth Advisors
North Carolina
– -$226K -4,143 Closed
NCM
3080
Noesis Capital Mangement
Florida
– -$222K -4,079 Closed
WCFA
3081
Walkner Condon Financial Advisors
Wisconsin
– -$201K -3,699 Closed
PI
3082
PEAK6 Investments
Illinois
– -$206K -3,601 Closed
IF
3083
Ironwood Financial
Arizona
– -$167K -3,071 Closed
FCM
3084
Firestone Capital Management
Florida
– -$155K -2,931 Closed
CFA
3085
Cahill Financial Advisors
Minnesota
– -$145K -2,672 Closed
SFP
3086
Sterling Financial Planning
New Jersey
– -$126K -2,322 Closed
JPLA
3087
Joseph P. Lucia & Associates
New York
– -$126K -2,317 Closed
RCA
3088
Ranch Capital Advisors
Florida
– -$120K -2,210 Closed
IWA
3089
IBEX Wealth Advisors
New Jersey
– -$112K -2,056 Closed
APWA
3090
Atlas Private Wealth Advisors
New Jersey
– -$112K -2,055 Closed
TLFA
3091
True Link Financial Advisors
California
– -$98K -1,800 Closed
PMAM
3092
Penn Mutual Asset Management
Pennsylvania
– -$68K -1,231 Closed
RVM
3093
Robinson Value Management
Texas
– -$64K -1,181 Closed
RTL
3094
Red Tortoise LLC
Georgia
– -$43K -1,077 Closed
CPWM
3095
Cypress Point Wealth Management
Texas
– -$51K -936 Closed
BMD
3096
Better Money Decisions
New Mexico
– -$32K -581 Closed
EWA
3097
Evolution Wealth Advisors
Florida
– -$28K -517 Closed
CI
3098
Cordant Inc
Oregon
– -$2K -35 Closed
WAM
3099
Wallington Asset Management
Indiana
– -$1K -18 Closed