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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2526
LifeSteps Financial
California
– -$55.7K -3,164 Closed
PHK
2527
Point72 Hong Kong
Hong Kong
– -$43.3K -2,459 Closed
WPWM
2528
Western Pacific Wealth Management
Illinois
– -$40.7K -2,314 Closed
BL
2529
Bleichroeder LP
New York
– -$29K -1,650 Closed
FSWA
2530
Financial Synergies Wealth Advisors
Texas
– -$24K -1,366 Closed
FDCP
2531
Foster Dykema Cabot & Partners
Massachusetts
– -$22.7K -1,288 Closed
FIM
2532
Fernwood Investment Management
Massachusetts
– -$17.6K -1,000 Closed
VL
2533
Vima LLC
Michigan
– -$10.5K -594 Closed
CCM
2534
Copeland Capital Management
Pennsylvania
– -$9.71K -552 Closed
YAL
2535
Your Advocates Ltd
Texas
– -$8.8K -500 Closed
WOC
2536
West Oak Capital
California
– -$9K -490 Closed
PFA
2537
Pathway Financial Advisers
Indiana
– -$7.04K -400 Closed
GFL
2538
Granite FO LLC
New Hampshire
– -$6.18K -312 Closed
WCM
2539
Westend Capital Management
California
– -$5.03K -286 Closed
CWAF
2540
Core Wealth Advisors (Florida)
Florida
– -$3.26K -185 Closed
SWM
2541
Sanctuary Wealth Management
Idaho
– -$1.76K -100 Closed
LB
2542
Legacy Bridge
Iowa
– -$1.46K -83 Closed
TWP
2543
TFO Wealth Partners
Ohio
– -$440 -25 Closed
SFFS
2544
Stonehage Fleming Financial Services
Jersey
– -$19 -1 Closed