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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
2651
Financial Advisors Network
California
– -$292K -15,482 Closed
FNBSF
2652
First National Bank Sioux Falls
South Dakota
– -$313K -15,341 Closed
SFS
2653
Summit Financial Strategies
Ohio
– -$313K -15,332 Closed
SSWM
2654
Sheets Smith Wealth Management
North Carolina
– -$310K -15,193 Closed
NRI
2655
NFP Retirement Inc
California
– -$309K -15,166 Closed
FP
2656
Fiduciary Planning
Florida
– -$305K -14,948 Closed
DWM
2657
Destination Wealth Management
California
– -$304K -14,902 Closed
RTS
2658
Round Table Services
New Jersey
– -$299K -14,681 Closed
VST
2659
Van Strum & Towne
California
– -$299K -14,647 Closed
HSWM
2660
Hubbell Strickland Wealth Management
Louisiana
– -$296K -14,500 Closed
PA
2661
Perennial Advisors
New York
– -$289K -14,159 Closed
BHB
2662
Bank Hapoalim BM
Israel
– -$285K -13,972 Closed
FWM
2663
ForthRight Wealth Management
Georgia
– -$285K -13,960 Closed
GFP
2664
Gryphon Financial Partners
Ohio
– -$285K -13,954 Closed
GIP
2665
Greatmark Investment Partners
Georgia
– -$284K -13,938 Closed
HKAM
2666
Horizon Kinetics Asset Management
New York
– -$282K -13,844 Closed
GGS
2667
Galvin Gaustad & Stein
Arizona
– -$281K -13,755 Closed
FM
2668
Family Management
New York
– -$279K -13,686 Closed
HAC
2669
Harbor Advisory Corp
New Hampshire
– -$277K -13,584 Closed
GA
2670
Gateway Advisory
New Jersey
– -$274K -13,411 Closed
AA
2671
ACT Advisors
North Carolina
– -$271K -13,302 Closed
BMWM
2672
Brown Miller Wealth Management
Virginia
– -$271K -13,292 Closed
WCM
2673
Wisconsin Capital Management
Wisconsin
– -$270K -13,240 Closed
LF
2674
LifeSteps Financial
California
– -$266K -13,060 Closed
BBWA
2675
Bell & Brown Wealth Advisors
California
– -$266K -13,028 Closed