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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2301
Biegel & Waller
Maryland
-$204K -4,112 Closed
GFP
2302
Gryphon Financial Partners
Ohio
-$177K -3,563 Closed
DSN
2303
D. Scott Neal
Kentucky
-$153K -3,075 Closed
PP
2304
PDS Planning
Ohio
-$145K -2,907 Closed
PFA
2305
Pathway Financial Advisors
Vermont
-$133K -2,682 Closed
CL
2306
CSS LLC
Illinois
-$124K -2,500 Closed
OWA
2307
One Wealth Advisors
California
-$123K -2,481 Closed
PW
2308
Price Wealth
Texas
-$96K -1,939 Closed
TG
2309
TLP Group
Illinois
-$38K -766 Closed
SFA
2310
Spectrum Financial Alliance
Kentucky
-$19K -400 Closed
LWA
2311
Lenox Wealth Advisors
New York
-$13K -267 Closed
SCA
2312
Secor Capital Advisors
New York
-$5.16K -106 Closed
IAS
2313
INR Advisory Services
Pennsylvania
-$3K -60 Closed