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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2276
LifePlan Investment Advisors
North Carolina
– -$269K -406 Closed
BM
2277
Berman McAleer
Maryland
– -$268K -404 Closed
PHWM
2278
Pine Harbor Wealth Management
Maryland
– -$268K -404 Closed
BMC
2279
Benin Management Corp
Connecticut
– -$266K -402 Closed
CG
2280
CFO4Life Group
Texas
– -$266K -402 Closed
JWM
2281
Jeppson Wealth Management
California
– -$266K -401 Closed
CAM
2282
Carret Asset Management
New York
– -$265K -400 Closed
FA
2283
Fortis Advisors
Pennsylvania
– -$265K -400 Closed
LOWM
2284
Laurel Oak Wealth Management
New Jersey
– -$265K -400 Closed
LSV Asset Management
2285
LSV Asset Management
Illinois
– -$265K -400 Closed
WKWM
2286
Walter & Keenan Wealth Management
Indiana
– -$264K -399 Closed
HKIMG
2287
Hutchens & Kramer Investment Management Group
Indiana
– -$264K -398 Closed
PSP
2288
Principal Street Partners
Tennessee
– -$264K -398 Closed
CIC
2289
Crawford Investment Counsel
Georgia
– -$261K -394 Closed
GD
2290
Grandfield & Dodd
New York
– -$261K -394 Closed
GLLW
2291
Graves Light Lenhart Wealth
Virginia
– -$260K -392 Closed
SI
2292
Seeds Investor
New York
– -$260K -392 Closed
FAG
2293
Fortitude Advisory Group
Washington
– -$258K -390 Closed
RWI
2294
Red Wave Investments
Pennsylvania
– -$258K -389 Closed
AWM
2295
Aries Wealth Management
Maine
– -$257K -388 Closed
HIG
2296
Heritage Investment Group
Florida
– -$257K -388 Closed
SW
2297
Solidarity Wealth
Utah
– -$257K -388 Closed
F8IS
2298
Figure 8 Investment Strategies
Idaho
– -$255K -385 Closed
BHFP
2299
Blom & Howell Financial Planning
California
– -$254K -384 Closed
SSC
2300
Syverson Strege & Co
Iowa
– -$254K -384 Closed