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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1251
AGH Wealth Advisors
Kansas
– -$302K -3,352 Closed
WC
1252
Wexford Capital
Florida
– -$299K -3,326 Closed
PWM
1253
Pacific Wealth Management
California
– -$258K -2,871 Closed
WSWA
1254
Warren Street Wealth Advisors
California
– -$256K -2,847 Closed
BOS
1255
Bank of Stockton
California
– -$256K -2,840 Closed
BAAM
1256
Baker Avenue Asset Management
California
– -$247K -2,742 Closed
LFAS
1257
Level Four Advisory Services
Texas
– -$232K -2,579 Closed
C
1258
Certuity
Florida
– -$231K -2,563 Closed
RCM
1259
Requisite Capital Management
Texas
– -$220K -2,449 Closed
DWM
1260
Destination Wealth Management
California
– -$209K -2,328 Closed
PWP
1261
Phillips Wealth Planners
Mississippi
– -$214K -2,314 Closed
HFP
1262
Holistic Financial Partners
Indiana
– -$204K -2,269 Closed
EFG
1263
Ethos Financial Group
Pennsylvania
– -$203K -2,252 Closed
BWM
1264
BCGM Wealth Management
Indiana
– -$202K -2,245 Closed
Luther King Capital Management (LKCM)
1265
Luther King Capital Management (LKCM)
Texas
– -$200K -2,226 Closed
MG
1266
Mather Group
Illinois
– -$138K -1,531 Closed
VFM
1267
Vision Financial Markets
Connecticut
– -$99K -1,100 Closed
VCM
1268
Virtue Capital Management
Tennessee
– -$279K -807 Closed
GFWA
1269
Grey Fox Wealth Advisors
Delaware
– -$54K -600 Closed
VWA
1270
VSM Wealth Advisory
Maryland
– -$44.8K -498 Closed
JWM
1271
JPL Wealth Management
Colorado
– -$41K -456 Closed
RA
1272
Rise Advisors
New York
– -$40.8K -453 Closed
CIR
1273
Clear Investment Research
Georgia
– -$34.5K -382 Closed
PPA
1274
Painted Porch Advisors
California
– -$32.6K -362 Closed
CVM
1275
Cheviot Value Management
California
– -$27.8K -300 Closed