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Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
3251
San Luis Wealth Advisors
California
-$219K -4,333 Closed
SCA
3252
Scott Capital Advisors
Oregon
-$219K -4,333 Closed
WF
3253
Whelan Financial
California
-$216K -4,284 Closed
GCM
3254
Gallacher Capital Management
Colorado
-$216K -4,283 Closed
TNA
3255
True North Advisors
Texas
-$215K -4,249 Closed
TWP
3256
Tower Wealth Partners
Pennsylvania
-$214K -4,228 Closed
BMM
3257
Buffington Mohr McNeal
Idaho
-$210K -4,159 Closed
TCBWMS
3258
Texas Capital Bank Wealth Management Services
Texas
-$210K -4,153 Closed
HHGA
3259
Halbert Hargrove Global Advisors
California
-$209K -4,131 Closed
CRWM
3260
Castle Rock Wealth Management
California
-$207K -4,129 Closed
ACC
3261
Acorn Creek Capital
Colorado
-$208K -4,110 Closed
CMS
3262
Capital Market Strategies
Florida
-$208K -4,109 Closed
MJP
3263
Michael J. Puzo
-$207K -4,100 Closed
OCM
3264
Objective Capital Management
Ohio
-$207K -4,089 Closed
TCOO
3265
Trust Company of Oklahoma
Oklahoma
-$205K -4,050 Closed
SIA
3266
SeaBridge Investment Advisors
New Jersey
-$202K -4,006 Closed
KA
3267
Kearns & Associates
California
-$202K -4,000 Closed
SFA
3268
Source Financial Advisors
New York
-$202K -3,994 Closed
CGFA
3269
Colton Groome Financial Advisors
North Carolina
-$202K -3,992 Closed
GWM
3270
Gray Wealth Management
Maine
-$201K -3,974 Closed
HP
3271
HT Partners
Connecticut
-$200K -3,966 Closed
LW
3272
Libra Wealth
California
-$200K -3,966 Closed
RA
3273
Riverstone Advisors
Texas
-$200K -3,966 Closed
RIM
3274
Rockbridge Investment Management
New York
-$193K -3,818 Closed
A
3275
AJOVista
Massachusetts
-$169K -3,342 Closed