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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1951
SFMG Wealth Advisors
Texas
– -$227K -1,164 Closed
DFG
1952
Delta Financial Group
New Jersey
– -$227K -1,161 Closed
FAM
1953
Formidable Asset Management
Ohio
– -$226K -1,158 Closed
GG
1954
Greenwood Gearhart
Arkansas
– -$226K -1,155 Closed
WFA
1955
Wellspring Financial Advisors
Ohio
– -$223K -1,142 Closed
RG
1956
Renaissance Group
Kentucky
– -$222K -1,134 Closed
DWG
1957
Darden Wealth Group
Michigan
– -$219K -1,120 Closed
GSC
1958
Ground Swell Capital
South Carolina
– -$219K -1,120 Closed
PPW
1959
Pasadena Private Wealth
California
– -$217K -1,112 Closed
DOA
1960
D'Orazio & Associates
Virginia
– -$217K -1,111 Closed
WP
1961
WMS Partners
Maryland
– -$217K -1,110 Closed
LTAS
1962
Linden Thomas Advisory Services
North Carolina
– -$216K -1,105 Closed
NGA
1963
Naples Global Advisors
Florida
– -$216K -1,105 Closed
SRSA
1964
S.R. Schill & Associates
Washington
– -$214K -1,093 Closed
HAC
1965
Harbor Advisory Corp
New Hampshire
– -$213K -1,090 Closed
SCP
1966
Sivia Capital Partners
California
– -$213K -1,088 Closed
6F
1967
626 Financial
Michigan
– -$212K -1,087 Closed
KCIC
1968
Kuhn & Co Investment Counsel
Illinois
– -$212K -1,086 Closed
CFG
1969
Cooper Financial Group
California
– -$212K -1,085 Closed
RFA
1970
Resurgent Financial Advisors
Georgia
– -$211K -1,080 Closed
LOPW
1971
Live Oak Private Wealth
North Carolina
– -$210K -1,077 Closed
FFA
1972
Founders Financial Alliance
North Carolina
– -$210K -1,075 Closed
TF
1973
Trek Financial
Arizona
– -$210K -1,073 Closed
RIP
1974
RAM Investment Partners
Washington
– -$210K -1,072 Closed
EBT
1975
Enterprise Bank & Trust
Massachusetts
– -$208K -1,066 Closed