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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2876
Lifestyle Asset Management
Texas
– -$261K -8,993 Closed
WF
2877
Wayfinding Financial
Washington
– -$260K -8,972 Closed
PJSIMP
2878
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$260K -8,965 Closed
SFS
2879
Security Financial Services
Indiana
– -$260K -8,952 Closed
SRWM
2880
Shira Ridge Wealth Management
California
– -$259K -8,923 Closed
CA
2881
Cullinan Associates
Kentucky
– -$258K -8,900 Closed
AFS
2882
AFG Fiduciary Services
Massachusetts
– -$251K -8,881 Closed
CPCM
2883
Cardinal Point Capital Management
Ontario, Canada
– -$257K -8,875 Closed
SDAM
2884
Shulman DeMeo Asset Management
New York
– -$257K -8,857 Closed
PWC
2885
Pathfinder Wealth Consulting
North Carolina
– -$257K -8,849 Closed
VCWM
2886
Vista Cima Wealth Management
Arizona
– -$256K -8,843 Closed
WWA
2887
Wingate Wealth Advisors
Massachusetts
– -$255K -8,804 Closed
SC
2888
Sepio Capital
Utah
– -$255K -8,789 Closed
CWM
2889
Cedar Wealth Management
California
– -$254K -8,777 Closed
ACM
2890
Ashford Capital Management
Delaware
– -$254K -8,770 Closed
NCM
2891
Northside Capital Management
Oregon
– -$254K -8,760 Closed
FFA
2892
Fi3 Financial Advisors
Indiana
– -$253K -8,731 Closed
FDDB
2893
Fidelity D&D Bancorp
Pennsylvania
– -$253K -8,719 Closed
RIA
2894
RPG Investment Advisory
California
– -$253K -8,712 Closed
RC
2895
Rahlfs Capital
Texas
– -$252K -8,705 Closed
CCM
2896
Cohen Capital Management
California
– -$252K -8,677 Closed
JAG
2897
Journey Advisory Group
Kentucky
– -$251K -8,641 Closed
CFS
2898
Cannon Financial Strategists
Georgia
– -$250K -8,635 Closed
SPI
2899
Sutton Place Investors
New York
– -$250K -8,622 Closed
AWM
2900
Avaii Wealth Management
Wisconsin
– -$249K -8,588 Closed