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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2051
Morse Asset Management
Connecticut
– -$222K -1,517 Closed
SHA
2052
Seneca House Advisors
Virginia
– -$216K -1,472 Closed
NCM
2053
Noesis Capital Mangement
Florida
– -$214K -1,462 Closed
NEPPG
2054
New England Professional Planning Group
Rhode Island
– -$220K -1,430 Closed
SKK
2055
Shepherd Kaplan Krochuk
Massachusetts
– -$201K -1,373 Closed
ZF
2056
Zhang Financial
Michigan
– -$207K -1,324 Closed
BL
2057
Balentine LLC
Georgia
– -$187K -1,273 Closed
PWM
2058
Paulson Wealth Management
Illinois
– -$184K -1,257 Closed
KJWM
2059
Kiley Juergens Wealth Management
Washington
– -$135K -924 Closed
RPG
2060
Risk Paradigm Group
Texas
– -$118K -806 Closed
SPI
2061
Santori & Peters Inc
Pennsylvania
– -$98K -691 Closed
IWP
2062
Icon Wealth Partners
Texas
– -$83K -564 Closed
Financial Engines Advisors
2063
Financial Engines Advisors
California
– -$77K -527 Closed
AIM
2064
ARK Investment Management
Florida
– -$56K -383 Closed
WA
2065
Winfield Associates
Ohio
– -$54K -361 Closed
PRS
2066
Pinkerton Retirement Specialists
Idaho
– -$41K -280 Closed
AFNAS
2067
American Financial Network Advisory Services
California
– -$36K -243 Closed
MIC
2068
MU Investments Company
Japan
– -$25K -167 Closed
FFG
2069
Ford Financial Group
California
– -$7K -49 Closed
FAM
2070
Fred Alger Management
New York
– -$5K -35 Closed
FPF
2071
FNY Partners Fund
New York
– -$3K -21 Closed
DPA
2072
Delphi Private Advisors
California
– -$2K -15 Closed