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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
6376
Hanseatic Management Services
New Mexico
– -$234K -632 Closed
KIC
6377
Keating Investment Counselors
Florida
– -$225K -608 Closed
RFPS
6378
Reality Financial Planning Services
Florida
– -$221K -596 Closed
Legacy Wealth Management (Tennessee)
6379
Legacy Wealth Management (Tennessee)
Tennessee
– -$209K -565 Closed
RCP
6380
Roan Capital Partners
Tennessee
– -$208K -562 Closed
PFM
6381
Patton Fund Management
Texas
– -$203K -549 Closed
SC
6382
Shearwater Capital
Colorado
– -$202K -545 Closed
VF
6383
Vestment Financial
Minnesota
– -$213K -509 Closed
GWL
6384
Generations Wealth LLC
Ohio
– -$187K -505 Closed
RF
6385
RetireMitten Financial
Michigan
– -$186K -503 Closed
TFG
6386
Team Financial Group
California
– -$183K -494 Closed
EI
6387
Ecofi Investissements
France
– -$166K -450 Closed
PL
6388
Protective Life
Alabama
– -$129K -349 Closed
PRAG
6389
Portfolio Resources Advisor Group
Florida
– -$104K -281 Closed
BC
6390
Bayforest Capital
United Kingdom
– -$55.2K -149 Closed
BCA
6391
Bitterroot Capital Advisors
Montana
– -$37K -100 Closed
BCA
6392
Bernzott Capital Advisors
California
– -$11.1K -30 Closed
SAS
6393
Spurstone Advisory Services
Connecticut
– -$3.7K -10 Closed