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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
2101
Strategic Family Wealth Counselors
New Jersey
-$230K -1,558 Closed
DR
2102
Davis Rea
Ontario, Canada
-$229K -1,555 Closed
VSWA
2103
Vontobel Swiss Wealth Advisors
Switzerland
-$229K -1,555 Closed
BSAM
2104
Blue Sky Asset Management
Colorado
-$229K -1,551 Closed
IC
2105
Inscription Capital
Texas
-$227K -1,542 Closed
SICM
2106
Sustainable Insight Capital Management
New York
-$227K -1,540 Closed
FIG
2107
FundX Investment Group
California
-$226K -1,534 Closed
BCMO
2108
Buckingham Capital Management (Ohio)
Ohio
-$226K -1,532 Closed
HHAM
2109
HITE Hedge Asset Management
Massachusetts
-$226K -1,531 Closed
WLIM
2110
White Lighthouse Investment Management
Massachusetts
-$225K -1,525 Closed
CFSG
2111
Community Financial Services Group
Vermont
-$224K -1,521 Closed
KMWM
2112
Keudell/Morrison Wealth Management
Oregon
-$224K -1,520 Closed
VST
2113
Van Strum & Towne
California
-$224K -1,517 Closed
FHC
2114
First Heartland Consultants
Missouri
-$223K -1,513 Closed
PBO
2115
Peoples Bank (Ohio)
Ohio
-$222K -1,507 Closed
PCM
2116
Perritt Capital Management
Illinois
-$222K -1,503 Closed
RWM
2117
Ritholtz Wealth Management
New York
-$221K -1,499 Closed
RBFC
2118
Roman Butler Fullerton & Co
Missouri
-$219K -1,484 Closed
SWM
2119
Shakespeare Wealth Management
Wisconsin
-$219K -1,483 Closed
MIAS
2120
Mason Investment Advisory Services
Virginia
-$218K -1,477 Closed
IFS
2121
Ifrah Financial Services
Arkansas
-$217K -1,472 Closed
JC
2122
Jentner Corp
Ohio
-$217K -1,472 Closed
AAS
2123
Annex Advisory Services
Wisconsin
-$213K -1,447 Closed
TWM
2124
Titus Wealth Management
California
-$213K -1,442 Closed
CIS
2125
Connors Investor Services
Pennsylvania
-$212K -1,435 Closed