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Name Holding Trade Value Shares
Change
Change in
Stake
FA
3626
Fermata Advisors
California
– -$263K -7,970 Closed
IFU
3627
iSAM Funds (UK)
United Kingdom
– -$221K -7,960 Closed
PH
3628
Pinnacle Holdings
Oklahoma
– -$217K -7,830 Closed
FP
3629
Fiduciary Planning
Florida
– -$216K -7,770 Closed
WDL
3630
Well Done LLC
Michigan
– -$212K -7,620 Closed
LGWM
3631
Litman Gregory Wealth Management
California
– -$209K -7,540 Closed
VPI
3632
Value Partners Investments
Manitoba, Canada
– -$208K -7,500 Closed
AFO
3633
Arrowroot Family Office
California
– -$203K -7,300 Closed
LSV Asset Management
3634
LSV Asset Management
Illinois
– -$194K -7,000 Closed
CM
3635
Cornerstone Management
Georgia
– -$111K -4,000 Closed
GFL
3636
Granite FO LLC
New Hampshire
– -$111K -4,000 Closed
GFWA
3637
Grey Fox Wealth Advisors
Delaware
– -$100K -3,600 Closed
SSC
3638
Syverson Strege & Co
Iowa
– -$74.4K -2,680 Closed
SL
3639
Savior LLC
Massachusetts
– -$44.7K -1,610 Closed
GCWM
3640
Graham Capital Wealth Management
District of Columbia
– -$31.1K -1,120 Closed
SC
3641
Schubert & Co
Texas
– -$25K -900 Closed
RBC
3642
Roble Belko & Company
Pennsylvania
– -$24K -880 Closed
CCA
3643
Cadent Capital Advisors
Oklahoma
– -$19.8K -710 Closed
KM
3644
Kalos Management
Georgia
– -$11.1K -400 Closed
TH
3645
TCTC Holdings
Texas
– -$8.33K -300 Closed
FA
3646
Fortis Advisors
Pennsylvania
– -$2.24K -80 Closed
GWMI
3647
Guardian Wealth Management (Illinois)
Illinois
– -$1.39K -50 Closed