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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2601
Motive Wealth Advisors
Michigan
– -$214K -573 Closed
TWM
2602
Tanager Wealth Management
United Kingdom
– -$213K -568 Closed
PCM
2603
Princeton Capital Management
New Jersey
– -$212K -567 Closed
HFS
2604
Heritage Financial Services
Massachusetts
– -$212K -566 Closed
HBWM
2605
Hollow Brook Wealth Management
New York
– -$211K -565 Closed
ACS
2606
Archford Capital Strategies
Illinois
– -$211K -563 Closed
WTFG
2607
Wood Tarver Financial Group
Idaho
– -$210K -562 Closed
MWP
2608
Meredith Wealth Planning
Illinois
– -$210K -561 Closed
FA
2609
Fermata Advisors
California
– -$210K -560 Closed
MAP
2610
Moody Aldrich Partners
Massachusetts
– -$210K -560 Closed
RW
2611
Ridgeline Wealth
Arizona
– -$209K -560 Closed
WCFA
2612
Walkner Condon Financial Advisors
Wisconsin
– -$208K -557 Closed
HCWM
2613
Hidden Cove Wealth Management
Washington
– -$208K -556 Closed
LAM
2614
Longboard Asset Management
Arizona
– -$208K -556 Closed
BS
2615
Brighton Securities
New York
– -$207K -554 Closed
CNWM
2616
Clay Northam Wealth Management
California
– -$206K -550 Closed
MIOT
2617
Massachusetts Institute of Technology
Massachusetts
– -$206K -550 Closed
CST
2618
Charles Schwab Trust
Nevada
– -$205K -547 Closed
MWM
2619
Marion Wealth Management
Pennsylvania
– -$205K -547 Closed
OWM
2620
Orca Wealth Management
Florida
– -$204K -546 Closed
OPA
2621
Old Port Advisors
Maine
– -$204K -544 Closed
TIA
2622
Tiemann Investment Advisors
California
– -$203K -543 Closed
FFIC
2623
First Fiduciary Investment Counsel
Ohio
– -$202K -540 Closed
VCM
2624
Vivaldi Capital Management
Illinois
– -$202K -540 Closed
OBGC
2625
O'Brien Greene & Co
Pennsylvania
– -$202K -539 Closed