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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
4126
Partnership Wealth Management
Maryland
– -$212K -545 Closed
HAS
4127
Holland Advisory Services
Florida
– -$212K -544 Closed
HA
4128
HFG Advisors
Ohio
– -$211K -543 Closed
AWP
4129
Abacus Wealth Partners
California
– -$211K -542 Closed
LWA
4130
Ledgewood Wealth Advisors
New Hampshire
– -$211K -542 Closed
T
4131
Tableaux
Massachusetts
– -$210K -539 Closed
WCM
4132
Winebrenner Capital Management
Kentucky
– -$208K -536 Closed
Harris Associates
4133
Harris Associates
Illinois
– -$208K -534 Closed
NCM
4134
Neumann Capital Management
California
– -$208K -534 Closed
VIM
4135
Vista Investment Management
Pennsylvania
– -$207K -533 Closed
SGWM
4136
Sterling Group Wealth Management
California
– -$207K -531 Closed
VAMG
4137
Voisard Asset Management Group
Michigan
– -$207K -531 Closed
FP
4138
Fiduciary Planning
Florida
– -$206K -530 Closed
PIWA
4139
Prevail Innovative Wealth Advisors
Kansas
– -$206K -530 Closed
VF
4140
Vawter Financial
Ohio
– -$206K -530 Closed
MAG
4141
Mokosak Advisory Group
Iowa
– -$206K -529 Closed
WFA
4142
WestHill Financial Advisors
California
– -$206K -529 Closed
EC
4143
Eaton-Cambridge
Arizona
– -$205K -528 Closed
HIM
4144
Harbour Investment Management
Washington
– -$205K -528 Closed
GWA
4145
GGM Wealth Advisors
Maryland
– -$205K -527 Closed
AW
4146
Apricus Wealth
South Carolina
– -$205K -526 Closed
LC
4147
Landaas & Company
Wisconsin
– -$205K -526 Closed
FSWA
4148
Financial Synergies Wealth Advisors
Texas
– -$204K -524 Closed
LA
4149
LPF Advisors
Florida
– -$204K -524 Closed
GWA
4150
Geometric Wealth Advisors
District of Columbia
– -$203K -523 Closed