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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2126
Walled Lake Planning & Wealth Management
Illinois
– -$252K -1,187 Closed
GAM
2127
Gould Asset Management
California
– -$251K -1,185 Closed
HTHT
2128
Hemenway Trust Hemenway Trust
New Hampshire
– -$251K -1,182 Closed
MCM
2129
Morton Capital Management
California
– -$251K -1,182 Closed
HCM
2130
Hollencrest Capital Management
California
– -$250K -1,180 Closed
LWM
2131
Liberty Wealth Management
California
– -$250K -1,178 Closed
LIG
2132
Lokken Investment Group
Delaware
– -$269K -1,178 Closed
ACA
2133
Ackerman Capital Advisors
Texas
– -$250K -1,177 Closed
DA
2134
DSC Advisors
Illinois
– -$250K -1,177 Closed
AOWM
2135
Alpha Omega Wealth Management
Virginia
– -$249K -1,175 Closed
3F
2136
360 Financial
Minnesota
– -$251K -1,172 Closed
RWP
2137
RWA Wealth Partners
Massachusetts
– -$248K -1,170 Closed
UL
2138
Unionview LLC
Washington
– -$248K -1,169 Closed
WA
2139
Wambolt & Associates
Colorado
– -$246K -1,169 Closed
EPP
2140
ETF Portfolio Partners
Kansas
– -$247K -1,164 Closed
CSIA
2141
Charles Schwab Investment Advisory
California
– -$247K -1,162 Closed
WA
2142
WealthTrust Axiom
Pennsylvania
– -$244K -1,154 Closed
MECA
2143
Miller Equity Capital Advisors
Texas
– -$245K -1,153 Closed
OWA
2144
Octavia Wealth Advisors
Ohio
– -$244K -1,151 Closed
LAS
2145
LWM Advisory Services
Florida
– -$243K -1,146 Closed
SCM
2146
Schnieders Capital Management
California
– -$242K -1,140 Closed
ORC
2147
O'Rourke & Company
Massachusetts
– -$240K -1,130 Closed
AMR
2148
Asset Management Resources
Massachusetts
– -$239K -1,128 Closed
FAG
2149
Fortitude Advisory Group
Washington
– -$239K -1,127 Closed
MLFP
2150
MPS Loria Financial Planners
Illinois
– -$239K -1,126 Closed