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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1801
Penobscot Wealth Management
Maine
– -$661K -5,004 Closed
RA
1802
RFG Advisory
Alabama
– -$647K -4,908 Closed
TAM
1803
Todd Asset Management
Kentucky
– -$607K -4,603 Closed
PMA
1804
Prudent Man Advisors
Illinois
– -$603K -4,571 Closed
KFP
1805
KMG Fiduciary Partners
Ohio
– -$579K -4,390 Closed
LWM
1806
Laidlaw Wealth Management
New York
– -$559K -4,241 Closed
MC
1807
Machina Capital
France
– -$521K -3,952 Closed
SAG
1808
SageView Advisory Group
California
– -$514K -3,899 Closed
TCOO
1809
Trust Company of Oklahoma
Oklahoma
– -$484K -3,670 Closed
FRM
1810
Fox Run Management
Connecticut
– -$474K -3,590 Closed
SWM
1811
Salvus Wealth Management
New Jersey
– -$462K -3,506 Closed
MAWAG
1812
Mid-American Wealth Advisory Group
Missouri
– -$459K -3,456 Closed
CA
1813
Calton & Associates
Florida
– -$452K -3,426 Closed
BC
1814
Bridgefront Capital
Texas
– -$442K -3,348 Closed
AIA
1815
Alera Investment Advisors
Illinois
– -$424K -3,217 Closed
OPWM
1816
Oxinas Partners Wealth Management
Indiana
– -$401K -3,039 Closed
GC
1817
Guidance Capital
Kentucky
– -$398K -3,036 Closed
JCM
1818
J2 Capital Management
Michigan
– -$398K -3,020 Closed
CAG
1819
Csenge Advisory Group
Florida
– -$390K -2,954 Closed
FDS
1820
First Dallas Securities
Texas
– -$376K -2,853 Closed
MFG
1821
Magnus Financial Group
New York
– -$374K -2,834 Closed
AF
1822
Alerus Financial
North Dakota
– -$323K -2,449 Closed
FHA
1823
Flagship Harbor Advisors
Massachusetts
– -$322K -2,439 Closed
EWM
1824
EPG Wealth Management
Georgia
– -$315K -2,391 Closed
FCFC
1825
First Citizens Financial Corp
Iowa
– -$303K -2,300 Closed