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Name Holding Trade Value Shares
Change
Change in
Stake
HP
1651
Holistic Planning
Texas
– -$215K -2,610 Closed
WH
1652
Willner & Heller
California
– -$215K -2,606 Closed
NQWM
1653
Northwest Quadrant Wealth Management
Oregon
– -$214K -2,603 Closed
ACL
1654
Applied Capital LLC
Florida
– -$214K -2,598 Closed
IAN
1655
Integrated Advisors Network
Texas
– -$214K -2,598 Closed
EFSCE
1656
Enterprise Financial Services Corp (EFSC)
Missouri
– -$212K -2,578 Closed
Pure Financial Advisors
1657
Pure Financial Advisors
California
– -$212K -2,575 Closed
EI
1658
Ellevest Inc
New York
– -$212K -2,573 Closed
BFAG
1659
Blackston Financial Advisory Group
Florida
– -$210K -2,553 Closed
NGA
1660
Naples Global Advisors
Florida
– -$210K -2,551 Closed
MIC
1661
Means Investment Company
Maine
– -$208K -2,521 Closed
CNC
1662
Citizens & Northern Corp
Pennsylvania
– -$206K -2,506 Closed
Klingman & Associates
1663
Klingman & Associates
New York
– -$206K -2,506 Closed
LC
1664
Landaas & Company
Wisconsin
– -$206K -2,500 Closed
STA
1665
Smith Thornton Advisors
Alabama
– -$205K -2,486 Closed
MSR
1666
Main Street Research
Connecticut
– -$204K -2,475 Closed
WWMSC
1667
Wagner Wealth Management (South Carolina)
South Carolina
– -$204K -2,475 Closed
SIA
1668
SeaBridge Investment Advisors
New Jersey
– -$203K -2,469 Closed
ABWM
1669
Alpine Bank Wealth Management
Colorado
– -$203K -2,463 Closed
WPP
1670
Whalerock Point Partners
Rhode Island
– -$203K -2,462 Closed
BWA
1671
Blodgett Wealth Advisors
California
– -$202K -2,450 Closed
MSG
1672
Main Street Group
Virginia
– -$202K -2,450 Closed
Robertson Stephens Wealth Management
1673
Robertson Stephens Wealth Management
California
– -$201K -2,436 Closed
BCP
1674
Blue Chip Partners
Michigan
– -$200K -2,435 Closed
CPWM
1675
Cypress Point Wealth Management
Texas
– -$200K -2,431 Closed