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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1951
Delta Financial Group
New Jersey
-$227K -1,161 Closed
FAM
1952
Formidable Asset Management
Ohio
-$226K -1,158 Closed
GG
1953
Greenwood Gearhart
Arkansas
-$226K -1,155 Closed
WFA
1954
Wellspring Financial Advisors
Ohio
-$223K -1,142 Closed
RG
1955
Renaissance Group
Kentucky
-$222K -1,134 Closed
DWG
1956
Darden Wealth Group
Michigan
-$219K -1,120 Closed
GSC
1957
Ground Swell Capital
South Carolina
-$219K -1,120 Closed
PPW
1958
Pasadena Private Wealth
California
-$217K -1,112 Closed
DOA
1959
D'Orazio & Associates
Virginia
-$217K -1,111 Closed
WP
1960
WMS Partners
Maryland
-$217K -1,110 Closed
LTAS
1961
Linden Thomas Advisory Services
North Carolina
-$216K -1,105 Closed
NGA
1962
Naples Global Advisors
Florida
-$216K -1,105 Closed
SRSA
1963
S.R. Schill & Associates
Washington
-$214K -1,093 Closed
HAC
1964
Harbor Advisory Corp
New Hampshire
-$213K -1,090 Closed
SCP
1965
Sivia Capital Partners
California
-$213K -1,088 Closed
6F
1966
626 Financial
Michigan
-$212K -1,087 Closed
KCIC
1967
Kuhn & Co Investment Counsel
Illinois
-$212K -1,086 Closed
CFG
1968
Cooper Financial Group
California
-$212K -1,085 Closed
RFA
1969
Resurgent Financial Advisors
Georgia
-$211K -1,080 Closed
LOPW
1970
Live Oak Private Wealth
North Carolina
-$210K -1,077 Closed
FFA
1971
Founders Financial Alliance
North Carolina
-$210K -1,075 Closed
TF
1972
Trek Financial
Arizona
-$210K -1,073 Closed
RIP
1973
RAM Investment Partners
Washington
-$210K -1,072 Closed
EBT
1974
Enterprise Bank & Trust
Massachusetts
-$208K -1,066 Closed
CWP
1975
Curated Wealth Partners
California
-$206K -1,056 Closed