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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2151
LGT Financial Advisors
Texas
– -$83.7K -200 Closed
FS
2152
Financially Speaking
Colorado
– -$58.6K -140 Closed
LB
2153
Legacy Bridge
Iowa
– -$58.2K -139 Closed
LDB
2154
Lee, Danner & Bass
Tennessee
– -$54.4K -130 Closed
DRP
2155
Decker Retirement Planning
Utah
– -$46.9K -112 Closed
TAM
2156
Tucker Asset Management
Colorado
– -$43.6K -104 Closed
EBA
2157
Eagle Bay Advisors
New York
– -$41.9K -100 Closed
PWA
2158
Primoris Wealth Advisors
Florida
– -$37.7K -90 Closed
PP
2159
Pingora Partners
Wyoming
– -$35.6K -85 Closed
DMKJ
2160
David M. Knott Jr
– -$29.3K -70 Closed
CJ
2161
Caitlin John
Michigan
– -$27.2K -65 Closed
CP
2162
Castleview Partners
Texas
– -$26.5K -64 Closed
SAM
2163
Synergy Asset Management
Washington
– -$28.6K -60 Closed
OC
2164
Oarsman Capital
Wisconsin
– -$23.4K -56 Closed
SVCP
2165
Silicon Valley Capital Partners
California
– -$23.5K -56 Closed
AS
2166
Altshuler Shaham
Israel
– -$19.7K -47 Closed
MWM
2167
Mascoma Wealth Management
New Hampshire
– -$18.8K -45 Closed
FIM
2168
FWL Investment Management
Texas
– -$16.7K -40 Closed
HI
2169
Human Investing
Oregon
– -$16.1K -38 Closed
FIA
2170
FPC Investment Advisory
California
– -$16.5K -37 Closed
CCM
2171
Copeland Capital Management
Pennsylvania
– -$14.7K -35 Closed
CIM
2172
Contravisory Investment Management
Massachusetts
– -$13.8K -33 Closed
FLP
2173
Financial Life Planners
Arizona
– -$12.4K -30 Closed
TPW
2174
Talon Private Wealth
Florida
– -$11.3K -27 Closed
CF
2175
Conquis Financial
California
– -$10.5K -25 Closed
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