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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1626
First Foundation Advisors
California
-$77.6K -1,492 Closed
FPFS
1627
First Personal Financial Services
North Carolina
-$57.4K -1,103 Closed
MSWM
1628
McGlone Suttner Wealth Management
Wisconsin
-$55K -1,057 Closed
SIM
1629
Studio Investment Management
Illinois
-$54.7K -1,051 Closed
AP
1630
Arlington Partners
Alabama
-$53.7K -1,032 Closed
LA
1631
LM Advisors
California
-$52.1K -1,001 Closed
RIM
1632
Rockbridge Investment Management
New York
-$52K -1,000 Closed
JFGIW
1633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$51.2K -980 Closed
AI
1634
AXS Investments
New York
-$45.2K -868 Closed
RFA
1635
Resurgent Financial Advisors
Georgia
-$37.2K -714 Closed
TCWA
1636
Turtle Creek Wealth Advisors
Texas
-$26.2K -504 Closed
LFA
1637
Level Financial Advisors
New York
-$20.8K -400 Closed
EC
1638
EntryPoint Capital
New York
-$18.1K -348 Closed
JEST
1639
JTC Employer Solutions Trustee
Jersey
-$17K -325 Closed
LF
1640
Lee Financial
Texas
-$16.8K -322 Closed
DMKJ
1641
David M. Knott Jr
-$15K -292 Closed
DAC
1642
Dividend Assets Capital
South Carolina
-$12K -240 Closed
LIWM
1643
Long Island Wealth Management
New York
-$11K -215 Closed
MIM
1644
Manitou Investment Management
Ontario, Canada
-$10.4K -200 Closed
SC
1645
SouthState Corp
Florida
-$9.84K -189 Closed
LFA
1646
Livelsberger Financial Advisory
Ohio
-$9.25K -178 Closed
FP
1647
Financial Perspectives
Minnesota
-$6.76K -130 Closed
SA
1648
Scarborough Advisors
Maryland
-$6.5K -125 Closed
LTI
1649
Laffer Tengler Investments
Tennessee
-$5.99K -115 Closed
1832 Asset Management
1650
1832 Asset Management
Ontario, Canada
-$5.2K -100 Closed