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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
2551
Smith Salley Wealth Management
North Carolina
– -$223K -1,184 Closed
PF
2552
Prosperitas Financial
California
– -$223K -1,183 Closed
PSP
2553
Pacific Sage Partners
Washington
– -$222K -1,179 Closed
SPL
2554
Smart Portfolios LLC
Washington
– -$221K -1,174 Closed
CWA
2555
Choice Wealth Advisors
Maine
– -$221K -1,171 Closed
MIM
2556
Marco Investment Management
Georgia
– -$220K -1,168 Closed
TWM
2557
Trueblood Wealth Management
Ohio
– -$220K -1,168 Closed
VFPW
2558
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$220K -1,166 Closed
CPW
2559
Crestmont Private Wealth
Texas
– -$219K -1,162 Closed
BSA
2560
Bull Street Advisors
Georgia
– -$218K -1,156 Closed
SA
2561
Scarborough Advisors
Maryland
– -$217K -1,154 Closed
NI
2562
NDVR Inc
Massachusetts
– -$212K -1,142 Closed
WLPWM
2563
Walled Lake Planning & Wealth Management
Illinois
– -$215K -1,141 Closed
MWP
2564
Meridian Wealth Partners
Pennsylvania
– -$215K -1,139 Closed
TWM
2565
Thrive Wealth Management
Pennsylvania
– -$215K -1,139 Closed
BWM
2566
Birchcreek Wealth Management
Ohio
– -$214K -1,133 Closed
MAG
2567
M3 Advisory Group
Massachusetts
– -$214K -1,133 Closed
CC
2568
Cornerstone Capital
California
– -$212K -1,125 Closed
SIAG
2569
Signet Investment Advisory Group
Rhode Island
– -$212K -1,125 Closed
AHL
2570
Abel Hall LLC
Louisiana
– -$212K -1,124 Closed
FPTW
2571
Franklin, Parlapiano, Turner & Welch
Texas
– -$212K -1,124 Closed
BFA
2572
Brendel Financial Advisors
New Hampshire
– -$212K -1,123 Closed
CG
2573
CFO4Life Group
Texas
– -$212K -1,122 Closed
QP
2574
Quartz Partners
New York
– -$211K -1,120 Closed
BPWM
2575
Black Point Wealth Management
Florida
– -$211K -1,116 Closed