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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
3276
Aspetuck Financial Management
Connecticut
– -$56.6K -500 Closed
QL
3277
Quarry LP
New York
– -$55.2K -488 Closed
CJ
3278
Caitlin John
Michigan
– -$38.7K -342 Closed
VIS
3279
Vega Investment Solutions
France
– -$34.2K -302 Closed
WWA
3280
Wingate Wealth Advisors
Massachusetts
– -$33.7K -298 Closed
TPW
3281
Talon Private Wealth
Florida
– -$30.2K -267 Closed
EFP
3282
EnRich Financial Partners
Wisconsin
– -$28.3K -250 Closed
KG
3283
Kieckhefer Group
Wisconsin
– -$22.6K -200 Closed
MCM
3284
MidAtlantic Capital Management
Virginia
– -$22.6K -200 Closed
FWM
3285
FLP Wealth Management
Arkansas
– -$22.2K -196 Closed
FLP
3286
Financial Life Planners
Arizona
– -$13.3K -118 Closed
NWWA
3287
New Wave Wealth Advisors
Arkansas
– -$12.8K -113 Closed
RS
3288
R Squared
Hong Kong
– -$12.4K -110 Closed
CF
3289
Conquis Financial
California
– -$6.56K -58 Closed
FG
3290
Fairman Group
Pennsylvania
– -$5.66K -50 Closed
MCM
3291
Mainstream Capital Management
California
– -$4.64K -41 Closed
DWA
3292
Delos Wealth Advisors
Texas
– -$3.96K -35 Closed
MRP
3293
Measured Risk Portfolios
California
– -$2.04K -18 Closed
CPL
3294
Capital & Planning LLC
Georgia
– -$1.13K -10 Closed
AW
3295
Affinity Wealth
Ohio
– -$905 -8 Closed
MFA
3296
McClarren Financial Advisors
Pennsylvania
– +$509 +4 New