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Name Holding Trade Value Shares
Change
Change in
Stake
LP
3526
LGL Partners
Pennsylvania
– -$798K -1,516 Closed
LWM
3527
Laidlaw Wealth Management
New York
– -$724K -1,374 Closed
AP
3528
Appleton Partners
Massachusetts
– -$623K -1,184 Closed
AIA
3529
Angeles Investment Advisors
California
– -$606K -1,150 Closed
VWM
3530
Vivid Wealth Management
Iowa
– -$538K -1,021 Closed
FRM
3531
Fox Run Management
Connecticut
– -$519K -986 Closed
LWM
3532
Liberty Wealth Management
California
– -$498K -945 Closed
AFM
3533
Armstrong Fleming & Moore
District of Columbia
– -$493K -936 Closed
DRP
3534
Decker Retirement Planning
Utah
– -$471K -895 Closed
CCA
3535
Cooper Capital Advisors
California
– -$447K -848 Closed
TC
3536
Taika Capital
Florida
– -$384K -730 Closed
CGA
3537
Compound Global Advisors
Washington
– -$369K -700 Closed
BAS
3538
Breakthru Advisory Services
Wisconsin
– -$367K -697 Closed
GG
3539
Greenwood Gearhart
Arkansas
– -$364K -692 Closed
WEG
3540
World Equity Group
Illinois
– -$362K -688 Closed
OCM
3541
Objective Capital Management
Ohio
– -$355K -674 Closed
DFCM
3542
Dark Forest Capital Management
Puerto Rico
– -$289K -548 Closed
BFAG
3543
Blackston Financial Advisory Group
Florida
– -$281K -534 Closed
LL
3544
LPWM LLC
Minnesota
– -$280K -532 Closed
HIGP
3545
Hill Investment Group Partners
Missouri
– -$270K -512 Closed
TB
3546
Terril Brothers
Missouri
– -$264K -501 Closed
MCP
3547
Militia Capital Partners
Nevada
– -$263K -500 Closed
CF
3548
Clarity Financial
Texas
– -$253K -480 Closed
EFP
3549
Elser Financial Planning
Indiana
– -$245K -466 Closed
CAS
3550
Coppell Advisory Solutions
Texas
– -$241K -458 Closed