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Name Holding Trade Value Shares
Change
Change in
Stake
TFG
5301
Tilson Financial Group
New Jersey
– -$227K -1,689 Closed
SC
5302
Schiavi & Co
Delaware
– -$226K -1,685 Closed
FS
5303
Ferguson Shapiro
Georgia
– -$226K -1,682 Closed
TAM
5304
Tealwood Asset Management
Minnesota
– -$224K -1,668 Closed
ES
5305
ETF Store
Kansas
– -$224K -1,666 Closed
DFG
5306
Dupree Financial Group
Kentucky
– -$221K -1,644 Closed
GFM
5307
GEN Financial Management
Minnesota
– -$220K -1,639 Closed
VF
5308
Vista Finance
Missouri
– -$220K -1,636 Closed
MAA
5309
Mraz Amerine & Associates
California
– -$218K -1,625 Closed
PFG
5310
Pacific Financial Group
Washington
– -$216K -1,611 Closed
FPCG
5311
Forum Private Client Group
Indiana
– -$216K -1,608 Closed
CT
5312
ClearAlpha Technologies
Connecticut
– -$215K -1,600 Closed
MIOT
5313
Massachusetts Institute of Technology
Massachusetts
– -$215K -1,600 Closed
LFWA
5314
LBJ Family Wealth Advisors
Texas
– -$214K -1,592 Closed
AL
5315
ADE LLC
Maryland
– -$214K -1,590 Closed
WAM
5316
Wilsey Asset Management
California
– -$212K -1,582 Closed
AIA
5317
Arbor Investment Advisors
North Carolina
– -$211K -1,568 Closed
PFA
5318
Professional Financial Advisors
Nebraska
– -$210K -1,564 Closed
TF
5319
Tenon Financial
New Jersey
– -$216K -1,560 Closed
AFFA
5320
ALM First Financial Advisors
Texas
– -$208K -1,550 Closed
RIM
5321
RW Investment Management
Idaho
– -$207K -1,545 Closed
MPW
5322
Melone Private Wealth
Michigan
– -$207K -1,541 Closed
AFA
5323
AllGen Financial Advisors
Florida
– -$207K -1,540 Closed
SEA
5324
Stegent Equity Advisors
Texas
– -$207K -1,540 Closed
WFS
5325
Walker Financial Services
Kentucky
– -$206K -1,534 Closed