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Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
2476
Grey Fox Wealth Advisors
Delaware
– -$13K -153 Closed
FFWM
2477
Future Financial Wealth Management
Ohio
– -$12.7K -150 Closed
MNA
2478
Manning & Napier Advisors
New York
– -$12.3K -145 Closed
MSG
2479
Main Street Group
Virginia
– -$11.8K -140 Closed
HFS
2480
Horizon Financial Services
North Carolina
– -$10.6K -125 Closed
IUHSA
2481
Itau Unibanco Holding S.A.
Brazil
– -$8.8K -104 Closed
KFP
2482
Keener Financial Planning
Texas
– -$8K -100 Closed
LAM
2483
LOM Asset Management
– -$8K -100 Closed
NIG
2484
NFJ Investment Group
Texas
– -$8.46K -100 Closed
PG
2485
Proffitt & Goodson
Tennessee
– -$5.84K -69 Closed
MAM
2486
MMA Asset Management
Pennsylvania
– -$5.44K -64 Closed
WCM
2487
Westend Capital Management
California
– -$4.74K -56 Closed
JFG
2488
JDM Financial Group
Texas
– -$4.23K -50 Closed
HHGA
2489
Halbert Hargrove Global Advisors
California
– -$3.72K -44 Closed
CT
2490
Coastline Trust
Rhode Island
– -$2.54K -30 Closed
GLF
2491
Groupe la Francaise
France
– -$2.19K -30 Closed
FLP
2492
Financial Life Planners
Arizona
– -$2K -24 Closed
EP
2493
Essential Partners
California
– -$1.18K -14 Closed
RFS
2494
Richardson Financial Services
Massachusetts
– -$592 -7 Closed
RWS
2495
Retirement Wealth Solutions
Wisconsin
– -$54 -1 Closed