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Name Holding Trade Value Shares
Change
Change in
Stake
A
2551
AlphaQuest
New York
– -$115K -1,179 Closed
SFCL
2552
Strengthening Families & Communities LLC
Massachusetts
– -$112K -1,145 Closed
MAM
2553
Magellan Asset Management
Australia
– -$111K -1,138 Closed
VAMG
2554
Voisard Asset Management Group
Michigan
– -$107K -1,100 Closed
GJWM
2555
Gilliland Jeter Wealth Management
Arkansas
– -$76.6K -786 Closed
CPA
2556
Capital Performance Advisors
California
– -$70.6K -725 Closed
DWS
2557
Dynamic Wealth Strategies
California
– -$66K -682 Closed
FF
2558
Friedenthal Financial
New Jersey
– -$50.5K -518 Closed
MWA
2559
MFA Wealth Advisors
Pennsylvania
– -$44.6K -458 Closed
HGA
2560
Hobbs Group Advisors
South Carolina
– -$33.3K -342 Closed
MFA
2561
McClarren Financial Advisors
Pennsylvania
– -$159K -297 Closed
RWM
2562
Reston Wealth Management
Virginia
– -$23.4K -240 Closed
LIS
2563
Legacy Investment Solutions
Idaho
– -$16.6K -166 Closed
LWMI
2564
Legacy Wealth Management (Idaho)
Idaho
– -$16.6K -166 Closed
RWA
2565
Redmont Wealth Advisors
Illinois
– -$15.3K -157 Closed
FAM
2566
Flaharty Asset Management
Florida
– -$13.1K -134 Closed
PWM
2567
Partnership Wealth Management
Maryland
– -$11.6K -119 Closed
LFA
2568
Livelsberger Financial Advisory
Ohio
– -$9.75K -100 Closed
UCI
2569
Uncommon Cents Investing
Wisconsin
– -$9.75K -100 Closed
OA
2570
Operose Advisors
Wisconsin
– -$9.26K -95 Closed
LOIM
2571
Liberty One Investment Management
Illinois
– -$7.1K -73 Closed
CPA
2572
Clear Point Advisors
New York
– -$2.65K -27 Closed
PG
2573
Proffitt & Goodson
Tennessee
– -$2.54K -26 Closed
TCM
2574
TruNorth Capital Management
Michigan
– -$2.54K -26 Closed
CA
2575
Claris Advisors
Missouri
– -$682 -7 Closed