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Name Holding Trade Value Shares
Change
Change in
Stake
HC
2776
Hendley & Co
Ohio
-$227K -6,166 Closed
BA
2777
BCM Advisors
Louisiana
-$224K -6,074 Closed
EWF
2778
Epstein & White Financial
California
-$221K -6,035 Closed
NQWM
2779
Northwest Quadrant Wealth Management
Oregon
-$217K -5,905 Closed
LIA
2780
LBMC Investment Advisors
Tennessee
-$215K -5,848 Closed
FC
2781
Fulcrum Capital
Washington
-$214K -5,818 Closed
LFA
2782
Landmark Financial Advisors
Kentucky
-$218K -5,783 Closed
NCM
2783
Novare Capital Management
North Carolina
-$207K -5,634 Closed
SGI
2784
Summit Global Investments
Utah
-$206K -5,600 Closed
DWM
2785
Defined Wealth Management
Oregon
-$202K -5,484 Closed
COF
2786
Capital One Financial
Virginia
-$200K -5,430 Closed
BWM
2787
Birchcreek Wealth Management
Ohio
-$184K -5,009 Closed
EA
2788
Elm Advisors
California
-$158K -4,292 Closed
PS
2789
Planned Solutions
California
-$152K -4,120 Closed
SIAG
2790
Safeguard Investment Advisory Group
California
-$136K -3,710 Closed
NWA
2791
Navis Wealth Advisors
New York
-$112K -3,050 Closed
GWM
2792
Greenhouse Wealth Management
Connecticut
-$101K -2,750 Closed
TIAM2
2793
Tru Independence Asset Management 2
Oregon
-$100K -2,717 Closed
IA
2794
Inspire Advisors
Idaho
-$94K -2,567 Closed
VCG
2795
Vantage Consulting Group
Virginia
-$65K -1,771 Closed
LGA
2796
Lebenthal Global Advisors
New York
-$64K -1,758 Closed
KCM
2797
Kathmere Capital Management
Pennsylvania
-$61K -1,653 Closed
FTDI
2798
First Trust Direct Indexing
Massachusetts
-$61K -1,646 Closed
FWM
2799
ForthRight Wealth Management
Georgia
-$51K -1,389 Closed
HFM
2800
Harvest Fund Management
China
-$44.4K -1,250 -100%