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Name Holding Trade Value Shares
Change
Change in
Stake
PRI
4076
Prepared Retirement Institute
Pennsylvania
– -$442K -1,136 Closed
RCM
4077
Requisite Capital Management
Texas
– -$409K -1,051 Closed
FRM
4078
Fox Run Management
Connecticut
– -$403K -1,037 Closed
CIC
4079
Chase Investment Counsel
Virginia
– -$373K -959 Closed
XPN
4080
XY Planning Network
Montana
– -$373K -958 Closed
PPC
4081
Pennington Partners & Co
Maryland
– -$369K -948 Closed
MPCA
4082
Madison Park Capital Advisors
Washington
– -$367K -943 Closed
BZWA
4083
Blue Zone Wealth Advisors
California
– -$361K -929 Closed
AFM
4084
Armstrong Fleming & Moore
District of Columbia
– -$349K -897 Closed
DWP
4085
Destiny Wealth Partners
Florida
– -$342K -879 Closed
MC
4086
Machina Capital
France
– -$338K -868 Closed
OCM
4087
Objective Capital Management
Ohio
– -$338K -868 Closed
BWM
4088
Baron Wealth Management
Michigan
– -$312K -803 Closed
FWM
4089
FFT Wealth Management
Pennsylvania
– -$305K -785 Closed
NCM
4090
New Capital Management
Texas
– -$303K -779 Closed
AIA
4091
Angeles Investment Advisors
California
– -$296K -761 Closed
FCIM
4092
Fairview Capital Investment Management
California
– -$296K -760 Closed
HIF
4093
Hill Island Financial
Michigan
– -$296K -760 Closed
FIA
4094
FNY Investment Advisers
New York
– -$291K -750 Closed
HIGP
4095
Hill Investment Group Partners
Missouri
– -$285K -732 Closed
CCP
4096
Clarity Capital Partners
California
– -$284K -730 Closed
ACA
4097
Aspire Capital Advisors
Washington
– -$282K -725 Closed
LP
4098
LGL Partners
Pennsylvania
– -$280K -719 Closed
CAM
4099
CenterStar Asset Management
Illinois
– -$271K -696 Closed
IDBONY
4100
Israel Discount Bank of New York
New York
– -$269K -691 Closed