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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
1701
ICA Group Wealth Management
Colorado
– -$120K -698 Closed
CLOS
1702
Compagnie Lombard Odier SCmA
Switzerland
– -$116K -672 Closed
WIM
1703
WealthPlan Investment Management
Nebraska
– -$115K -670 Closed
SSG
1704
Summit Securities Group
New York
– -$104K -605 Closed
TAIM
1705
TD Ameritrade Investment Management
Nebraska
– -$100K -579 Closed
OPTFSNA
1706
Old Point Trust & Financial Services N A
Virginia
– -$54.4K -316 Closed
WP
1707
WealthPLAN Partners
Nebraska
– -$47.4K -275 Closed
ODG
1708
O'Dell Group
Ohio
– -$43.7K -254 Closed
AWM
1709
Activest Wealth Management
Florida
– -$42.8K -236 Closed
FBC
1710
Fairfield, Bush & Co
Connecticut
– -$36.2K -210 Closed
TFP
1711
Tilia Fiduciary Partners
North Carolina
– -$15.5K -90 Closed
HS
1712
Horan Securities
United States
– -$9.64K -56 Closed
FA
1713
Fiduciary Alliance
South Carolina
– -$9.15K -53 Closed
WAM
1714
Worth Asset Management
Texas
– -$9.13K -53 Closed
SMFG
1715
Sumitomo Mitsui Financial Group
Japan
– -$8.59K -50 Closed
DI
1716
Disciplined Investments
Oklahoma
– -$6.37K -37 Closed
HF
1717
Halpern Financial
Virginia
– -$3.27K -19 Closed
BAM
1718
Bellevue Asset Management
Washington
– -$1.72K -10 Closed
CWA
1719
Clearview Wealth Advisors
Oregon
– -$1.72K -10 Closed
SWM
1720
Sanctuary Wealth Management
Idaho
– -$1.55K -9 Closed
NC
1721
NewSquare Capital
Pennsylvania
– -$1.03K -6 Closed
2L
1722
25 LLC
Missouri
– -$513 -3 Closed