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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
3626
Pathway Financial Advisors
Vermont
– -$279K -923 Closed
OQS
3627
Occudo Quantitative Strategies
Florida
– -$270K -912 Closed
SC
3628
Schubert & Co
Texas
– -$266K -899 Closed
CCA
3629
Corps Capital Advisors
Texas
– -$262K -885 Closed
DF
3630
Downshift Financial
Colorado
– -$256K -884 Closed
FNA
3631
First National Advisers
Nebraska
– -$259K -876 Closed
OAS
3632
Optivise Advisory Services
Tennessee
– -$260K -876 Closed
SM
3633
Sensible Money
Arizona
– -$257K -869 Closed
MWAM
3634
Manhattan West Asset Management
California
– -$255K -862 Closed
QWM
3635
QP Wealth Management
New Jersey
– -$255K -860 Closed
WFA
3636
Woodward Financial Advisors
North Carolina
– -$254K -857 Closed
SIC
3637
Sigma Investment Counselors
Michigan
– -$253K -856 Closed
HGWM
3638
Horst & Graben Wealth Management
Oregon
– -$253K -854 Closed
RFW
3639
Rainier Family Wealth
Washington
– -$252K -852 Closed
JJBC
3640
James J. Burns & Company
New York
– -$252K -851 Closed
MSR
3641
Main Street Research
Connecticut
– -$251K -848 Closed
RCWM
3642
Royal Capital Wealth Management
Indiana
– -$250K -845 Closed
RAS
3643
RPS Advisory Solutions
Kentucky
– -$249K -839 Closed
SCM
3644
Spreng Capital Management
Ohio
– -$248K -838 Closed
HGA
3645
Hobbs Group Advisors
South Carolina
– -$248K -836 Closed
OC
3646
Opal Capital
Florida
– -$247K -835 Closed
AWM
3647
Austin Wealth Management
Texas
– -$252K -834 Closed
TFA
3648
Tobias Financial Advisors
Florida
– -$247K -833 Closed
VPW
3649
Vericrest Private Wealth
Pennsylvania
– -$246K -831 Closed
CWA
3650
Cura Wealth Advisors
Illinois
– -$245K -827 Closed