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Name Holding Trade Value Shares
Change
Change in
Stake
DF
2201
DecisionPoint Financial
Arizona
– -$12.1K -532 Closed
NI
2202
NCP Inc
California
– -$11.4K -500 Closed
ZRP
2203
Zynergy Retirement Planning
New Jersey
– -$9.9K -494 Closed
EPIMS
2204
Evelyn Partners Investment Management Services
– -$10.4K -456 Closed
AF
2205
Abound Financial
California
– -$9.47K -417 Closed
UIA
2206
Ulland Investment Advisors
Minnesota
– -$9K -400 Closed
SFCL
2207
Strengthening Families & Communities LLC
Massachusetts
– -$7.5K -242 Closed
SOW
2208
State of Wyoming
Wyoming
– -$4.5K -198 Closed
WCM
2209
Westend Capital Management
California
– -$3.02K -133 Closed
CIAM
2210
Caitong International Asset Management
Hong Kong
– -$2.82K -124 Closed
BCFD
2211
Boit C.F. David
– -$2.45K -108 Closed
FWA
2212
FSC Wealth Advisors
New York
– -$1.86K -82 Closed
OCM
2213
Osterweis Capital Management
California
– -$1.7K -75 Closed
JFG
2214
JDM Financial Group
Texas
– -$1.36K -60 Closed
CWM
2215
Compass Wealth Management
Connecticut
– -$1.29K -57 Closed
SGC
2216
Slocum, Gordon & Co
Rhode Island
– -$1.14K -50 Closed
HHGA
2217
Halbert Hargrove Global Advisors
California
– -$984 -43 Closed
MFG
2218
Mendota Financial Group
Wisconsin
– -$954 -42 Closed
GA
2219
GoalVest Advisory
New York
– -$613 -27 Closed
PIS
2220
POM Investment Strategies
North Carolina
– -$477 -21 Closed
HCA
2221
Heck Capital Advisors
Wisconsin
– -$227 -10 Closed
CAM
2222
Close Asset Management
United Kingdom
– +$5.8K +280 New