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Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
1551
Vista Investment Partners II
Indiana
-$254K -2,390 Closed
LWA
1552
LifeGoal Wealth Advisors
New York
-$249K -2,340 Closed
KFGK
1553
Keystone Financial Group (Kentucky)
Kentucky
-$258K -2,238 Closed
EGM
1554
Engineers Gate Manager
New York
-$233K -2,187 Closed
TWPM
1555
Total Wealth Planning & Management
Florida
-$232K -2,179 Closed
WPW
1556
Waldron Private Wealth
Pennsylvania
-$230K -2,164 Closed
CWMGO
1557
Capstone Wealth Management Group (Oregon)
Oregon
-$230K -2,160 Closed
KAS
1558
KPP Advisory Services
Kentucky
-$226K -2,123 Closed
WF
1559
Womack Financial
Texas
-$225K -2,112 Closed
GA
1560
Goldstein Advisors
Wisconsin
-$220K -2,072 Closed
CP
1561
Canopy Partners
Ohio
-$219K -2,061 Closed
PSP
1562
Pacific Sage Partners
Washington
-$218K -2,053 Closed
BIAS
1563
Beacon Investment Advisory Services
New Jersey
-$218K -2,050 Closed
TC
1564
Trilogy Capital
California
-$216K -2,030 Closed
NWMG
1565
National Wealth Management Group
Ohio
-$215K -2,020 Closed
SCA
1566
Stonebridge Capital Advisors
Minnesota
-$215K -2,020 Closed
Chevy Chase Trust
1567
Chevy Chase Trust
Maryland
-$213K -2,005 Closed
AWC
1568
Abundance Wealth Counselors
Pennsylvania
-$213K -2,000 Closed
BW
1569
Basepoint Wealth
Iowa
-$213K -2,000 Closed
BWM
1570
Birchcreek Wealth Management
Ohio
-$213K -2,000 Closed
BOPW
1571
Brandywine Oak Private Wealth
Pennsylvania
-$213K -2,000 Closed
CWM
1572
Challenger Wealth Management
California
-$213K -2,000 Closed
EW
1573
Elyxium Wealth
California
-$213K -2,000 Closed
MBT
1574
Montecito Bank & Trust
California
-$213K -2,000 Closed
PCM
1575
Perkins Capital Management
Minnesota
-$213K -2,000 Closed