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Name Holding Trade Value Shares
Change
Change in
Stake
AC
826
AlphaCore Capital
California
– -$203K -3,060 Closed
RDWM
827
Red Door Wealth Management
Tennessee
– -$203K -3,058 Closed
LAS
828
Lloyd Advisory Services
Georgia
– -$179K -2,705 Closed
EFMH
829
E Fund Management (HK)
Hong Kong
– -$160K -2,409 Closed
RFP
830
Root Financial Partners
California
– -$132K -1,992 Closed
USGIU
831
U.S. Global Investors (USGI)
Texas
– -$66.3K -1,000 Closed
PPA
832
Pilgrim Partners Asia
Singapore
– -$43.8K -660 Closed
DWP
833
Destiny Wealth Partners
Florida
– -$36.1K -545 Closed
SA
834
Scarborough Advisors
Maryland
– -$21.9K -330 Closed
BC
835
Bayforest Capital
United Kingdom
– -$19.7K -297 Closed
AA
836
Ancora Advisors
Ohio
– -$18.4K -277 Closed
IWS
837
Intentional Wealth Strategies
Colorado
– -$12K -181 Closed
TPWA
838
Twin Peaks Wealth Advisors
California
– -$10.3K -156 Closed
FFL
839
Financial Freedom LLC
Ohio
– -$8.69K -131 Closed
WTC
840
WhitTier Trust Company
Nevada
– -$8.38K -118 Closed
KAS
841
Kemnay Advisory Services
New York
– -$7.03K -106 Closed
WPA
842
Wealth Preservation Advisors
Tennessee
– -$4.05K -61 Closed
FFA
843
Frazier Financial Advisors
Ohio
– -$2.46K -37 Closed
SIS
844
Sound Income Strategies
Florida
– -$2.52K -35 Closed
CI
845
CX Institutional
Indiana
– -$2K -25 Closed
MA
846
MCF Advisors
Kentucky
– -$1.66K -25 Closed
SWP
847
Strategic Wealth Partners
Ohio
– -$1.46K -22 Closed
VWM
848
Vermillion Wealth Management
Minnesota
– -$1.46K -22 Closed
OA
849
Operose Advisors
Wisconsin
– -$1.33K -20 Closed
NSIM
850
North Star Investment Management
Illinois
– -$929 -14 Closed