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Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
1926
Linden Thomas Advisory Services
North Carolina
-$209K -1,425 Closed
BFW
1927
Brady Family Wealth
Missouri
-$208K -1,423 Closed
PI
1928
PFG Investments
New York
-$205K -1,399 Closed
MWM
1929
Meridian Wealth Management
Kentucky
-$204K -1,397 Closed
TIA
1930
Tiemann Investment Advisors
California
-$204K -1,395 Closed
LSL
1931
Legacy Solutions LLC
Pennsylvania
-$203K -1,390 Closed
GC
1932
Grimes & Company
Massachusetts
-$202K -1,379 Closed
LF
1933
Lantz Financial
Illinois
-$201K -1,377 Closed
FMTC
1934
Farmers & Merchants Trust Company
California
-$201K -1,374 Closed
HP
1935
Hikari Power
Japan
-$200K -1,370 Closed
CH
1936
Cromwell Holdings
Wyoming
-$141K -967 Closed
PPA
1937
Painted Porch Advisors
California
-$125K -856 Closed
SIC
1938
Salem Investment Counselors
North Carolina
-$122K -831 Closed
GFWA
1939
Grey Fox Wealth Advisors
Delaware
-$82K -561 Closed
RA
1940
Rise Advisors
New York
-$78.4K -536 Closed
NC
1941
North Capital
Utah
-$55.2K -377 Closed
ME
1942
McIlrath & Eck
Washington
-$52.8K -361 Closed
MIFH
1943
Migdal Insurance & Financial Holdings
Israel
-$46K -317 Closed
FFWM
1944
Future Financial Wealth Management
Ohio
-$43.9K -300 Closed
TCM
1945
TruNorth Capital Management
Michigan
-$42.4K -290 Closed
TIM
1946
Tortoise Investment Management
New York
-$34.7K -237 Closed
CAC
1947
Core Alternative Capital
Georgia
-$26.8K -183 Closed
1M
1948
1248 Management
Missouri
-$26K -178 Closed
HHGA
1949
Halbert Hargrove Global Advisors
California
-$25.3K -173 Closed
PWMA
1950
Pension & Wealth Management Advisors
Massachusetts
-$25.3K -173 Closed