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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1251
Pacific Wealth Management
California
-$258K -2,871 Closed
WSWA
1252
Warren Street Wealth Advisors
California
-$256K -2,847 Closed
BOS
1253
Bank of Stockton
California
-$256K -2,840 Closed
BAAM
1254
Baker Avenue Asset Management
California
-$247K -2,742 Closed
LFAS
1255
Level Four Advisory Services
Texas
-$232K -2,579 Closed
C
1256
Certuity
Florida
-$231K -2,563 Closed
RCM
1257
Requisite Capital Management
Texas
-$220K -2,449 Closed
DWM
1258
Destination Wealth Management
California
-$209K -2,328 Closed
PWP
1259
Phillips Wealth Planners
Mississippi
-$214K -2,314 Closed
HFP
1260
Holistic Financial Partners
Indiana
-$204K -2,269 Closed
EFG
1261
Ethos Financial Group
Pennsylvania
-$203K -2,252 Closed
BWM
1262
BCGM Wealth Management
Indiana
-$202K -2,245 Closed
Luther King Capital Management (LKCM)
1263
Luther King Capital Management (LKCM)
Texas
-$200K -2,226 Closed
MG
1264
Mather Group
Illinois
-$138K -1,531 Closed
VFM
1265
Vision Financial Markets
Connecticut
-$99K -1,100 Closed
VCM
1266
Virtue Capital Management
Tennessee
-$279K -807 Closed
GFWA
1267
Grey Fox Wealth Advisors
Delaware
-$54K -600 Closed
VWA
1268
VSM Wealth Advisory
Maryland
-$44.8K -498 Closed
JWM
1269
JPL Wealth Management
Colorado
-$41K -456 Closed
RA
1270
Rise Advisors
New York
-$40.8K -453 Closed
CIR
1271
Clear Investment Research
Georgia
-$34.5K -382 Closed
PPA
1272
Painted Porch Advisors
California
-$32.6K -362 Closed
CVM
1273
Cheviot Value Management
California
-$27.8K -300 Closed
NAAA
1274
New Age Alpha Advisors
New York
-$16.6K -184 Closed
FIA
1275
FNY Investment Advisers
New York
-$12K -137 Closed