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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
1751
Swisher Financial Concepts
Ohio
-$133K -10,205 Closed
JIP
1752
Jaffetilchin Investment Partners
Florida
-$135K -10,171 Closed
BCM
1753
Bourgeon Capital Management
Connecticut
-$133K -10,024 Closed
RIS
1754
Retirement Income Solutions
Michigan
-$133K -10,022 Closed
CP
1755
Cumberland Partners
Ontario, Canada
-$133K -10,000 Closed
LF
1756
LifeSteps Financial
California
-$128K -9,629 Closed
BWM
1757
BKM Wealth Management
Wisconsin
-$125K -9,423 Closed
First Manhattan
1758
First Manhattan
New York
-$125K -9,412 Closed
SOW
1759
State of Wyoming
Wyoming
-$102K -7,644 Closed
GFL
1760
Granite FO LLC
New Hampshire
-$55.2K -5,000 Closed
PPW
1761
Pasadena Private Wealth
California
-$38.6K -2,908 Closed
EC
1762
Elequin Capital
New York
-$37.8K -2,843 Closed
PHK
1763
Point72 Hong Kong
Hong Kong
-$34K -2,559 Closed
FSWA
1764
Financial Synergies Wealth Advisors
Texas
-$27K -2,035 Closed
MAWCM
1765
Mine & Arao Wealth Creation & Management
California
-$25.1K -1,888 Closed
CWAF
1766
Core Wealth Advisors (Florida)
Florida
-$24.3K -1,829 Closed
TWP
1767
TFO Wealth Partners
Ohio
-$23.9K -1,799 Closed
OC
1768
Oakworth Capital
Alabama
-$18.6K -1,400 Closed
NIC
1769
Northwest Investment Counselors
Oregon
-$18.5K -1,391 Closed
NCTC
1770
New Covenant Trust Company
Indiana
-$16.2K -1,221 Closed
VL
1771
Vima LLC
Michigan
-$15.2K -1,210 Closed
FFWA
1772
FRG Family Wealth Advisors
Washington
-$10.9K -901 Closed
APW
1773
Acima Private Wealth
Virginia
-$6.64K -500 Closed
HF
1774
Halpern Financial
Virginia
-$5.13K -376 Closed
FFC
1775
First Financial Corp
Indiana
-$4.63K -349 Closed