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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1751
GYL Financial Synergies
Connecticut
– -$137K -10,329 Closed
SFC
1752
Swisher Financial Concepts
Ohio
– -$133K -10,205 Closed
JIP
1753
Jaffetilchin Investment Partners
Florida
– -$135K -10,171 Closed
BCM
1754
Bourgeon Capital Management
Connecticut
– -$133K -10,024 Closed
RIS
1755
Retirement Income Solutions
Michigan
– -$133K -10,022 Closed
CP
1756
Cumberland Partners
Ontario, Canada
– -$133K -10,000 Closed
LF
1757
LifeSteps Financial
California
– -$128K -9,629 Closed
BWM
1758
BKM Wealth Management
Wisconsin
– -$125K -9,423 Closed
First Manhattan
1759
First Manhattan
New York
– -$125K -9,412 Closed
SOW
1760
State of Wyoming
Wyoming
– -$102K -7,644 Closed
GFL
1761
Granite FO LLC
New Hampshire
– -$55.2K -5,000 Closed
GAA
1762
Global Assets Advisory
Florida
– -$55.3K -4,164 Closed
PPW
1763
Pasadena Private Wealth
California
– -$38.6K -2,908 Closed
EC
1764
Elequin Capital
New York
– -$37.8K -2,843 Closed
PHK
1765
Point72 Hong Kong
Hong Kong
– -$34K -2,559 Closed
FSWA
1766
Financial Synergies Wealth Advisors
Texas
– -$27K -2,035 Closed
MAWCM
1767
Mine & Arao Wealth Creation & Management
California
– -$25.1K -1,888 Closed
CWAF
1768
Core Wealth Advisors (Florida)
Florida
– -$24.3K -1,829 Closed
TWP
1769
TFO Wealth Partners
Ohio
– -$23.9K -1,799 Closed
OC
1770
Oakworth Capital
Alabama
– -$18.6K -1,400 Closed
NIC
1771
Northwest Investment Counselors
Oregon
– -$18.5K -1,391 Closed
NCTC
1772
New Covenant Trust Company
Indiana
– -$16.2K -1,221 Closed
VL
1773
Vima LLC
Michigan
– -$15.2K -1,210 Closed
FFWA
1774
FRG Family Wealth Advisors
Washington
– -$10.9K -901 Closed
APW
1775
Acima Private Wealth
Virginia
– -$6.64K -500 Closed