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Name Holding Trade Value Shares
Change
Change in
Stake
HAC
3126
Harbor Advisory Corp
New Hampshire
– -$214K -1,325 Closed
CCFCSB
3127
Cape Cod Five Cents Savings Bank
Massachusetts
– -$213K -1,324 Closed
DSA
3128
Droms Strauss Advisors
Missouri
– -$213K -1,323 Closed
B
3129
Bensler
Washington
– -$213K -1,321 Closed
ATI
3130
Act Two Investors
California
– -$213K -1,320 Closed
RW
3131
Rede Wealth
Virginia
– -$212K -1,319 Closed
AWMG
3132
Alliance Wealth Management Group
New Jersey
– -$212K -1,316 Closed
SC
3133
Sonen Capital
California
– -$212K -1,316 Closed
MWM
3134
Mattern Wealth Management
Kansas
– -$212K -1,314 Closed
CFAM
3135
Center For Asset Management
Florida
– -$211K -1,310 Closed
FMI
3136
F/M Investments
District of Columbia
– -$457K -1,309 Closed
PWP
3137
Perfromance Wealth Partners
Illinois
– -$211K -1,309 Closed
LCC
3138
Lincoln Capital Corp
Rhode Island
– -$211K -1,308 Closed
VFPI
3139
Vantage Financial Partners (Illinois)
Illinois
– -$210K -1,305 Closed
CC
3140
Cipher Capital
New York
– -$209K -1,297 Closed
SWM
3141
Scissortail Wealth Management
Oklahoma
– -$436K -1,296 Closed
NRI
3142
NFP Retirement Inc
California
– -$209K -1,295 Closed
SHWM
3143
Smith & Howard Wealth Management
Georgia
– -$209K -1,294 Closed
PH
3144
Pinnacle Holdings
Oklahoma
– -$208K -1,291 Closed
RP
3145
Riverwater Partners
Wisconsin
– -$208K -1,288 Closed
WCM
3146
Windsor Capital Management
Arizona
– -$207K -1,285 Closed
DE
3147
Day & Ennis
Georgia
– -$207K -1,281 Closed
SAF
3148
Smith Anglin Financial
Texas
– -$207K -1,281 Closed
BWM
3149
BCGM Wealth Management
Indiana
– -$203K -1,279 Closed
AWM
3150
Aspire Wealth Management
Massachusetts
– -$204K -1,268 Closed