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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1726
Blue Chip Partners
Michigan
– -$117K -182 Closed
CWS
1727
Confluence Wealth Services
Pennsylvania
– -$105K -164 Closed
TCWM
1728
Total Clarity Wealth Management
Illinois
– -$105K -163 Closed
AWA
1729
Aquire Wealth Advisors
Utah
– -$101K -157 Closed
DFCM
1730
Dark Forest Capital Management
Puerto Rico
– -$51K -80 Closed
CA
1731
Cornerstone Advisory
Maryland
– -$48K -75 Closed
CFCI
1732
Comprehensive Financial Consultants Institutional
Indiana
– -$28K -58 Closed
TSW
1733
Thompson Siegel & Walmsley
Virginia
– -$37K -57 Closed
CCM
1734
Chilton Capital Management
Texas
– -$23K -35 Closed
DWA
1735
Delos Wealth Advisors
Texas
– -$21K -33 Closed
RK
1736
Rather & Kittrell
Tennessee
– -$19K -30 Closed
RPCONE
1737
Retirement Planning Company of New England
Rhode Island
– -$12K -19 Closed
EWM
1738
Edge Wealth Management
New York
– -$10K -15 Closed
LF
1739
Lee Financial
Texas
– -$7K -10 Closed
HNWA
1740
Henrickson Nauta Wealth Advisors
Michigan
– -$4K -8 Closed
FCB
1741
First Command Bank
Texas
– -$4K -7 Closed
FFG
1742
Ford Financial Group
California
– -$4K -7 Closed
JIR
1743
James Investment Research
Ohio
– -$5K -7 Closed
CSWM
1744
Cassady Schiller Wealth Management
Ohio
– -$4K -6 Closed
HI
1745
Hudock Inc
Pennsylvania
– -$4K -6 Closed
ACM
1746
Absolute Capital Management
Pennsylvania
– -$3.22K -5 Closed
MP
1747
McDonald Partners
Ohio
– -$3.22K -5 Closed
MWA
1748
Moser Wealth Advisors
Washington
– -$2K -3 Closed
HCM
1749
Horrell Capital Management
Arkansas
– -$1K -1 Closed
CHA
1750
Carmichael Hill & Associates
Maryland
– +$512 +1 New