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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
3301
Barlow Wealth Partners
Kentucky
– -$230K -1,824 Closed
FAG
3302
Fortitude Advisory Group
Washington
– -$228K -1,821 Closed
RA
3303
Riverstone Advisors
Texas
– -$228K -1,821 Closed
HCWM
3304
Hidden Cove Wealth Management
Washington
– -$227K -1,814 Closed
NDBT
3305
North Dallas Bank & Trust
Texas
– -$227K -1,809 Closed
AW
3306
Alchemi Wealth
Connecticut
– -$226K -1,805 Closed
BFA
3307
Brown Financial Advisory
Alabama
– -$226K -1,804 Closed
PWA
3308
Phoenix Wealth Advisors
North Carolina
– -$226K -1,804 Closed
AWA
3309
Argos Wealth Advisors
California
– -$226K -1,801 Closed
TIP
3310
Torray Investment Partners
Maryland
– -$226K -1,800 Closed
SWM
3311
Stronghold Wealth Management
Florida
– -$225K -1,797 Closed
TWA
3312
Tulsa Wealth Advisors
Oklahoma
– -$225K -1,793 Closed
PA
3313
Powerhouse Assets
Massachusetts
– -$225K -1,792 Closed
CCA
3314
Cottonwood Capital Advisors
Utah
– -$224K -1,785 Closed
KFS
3315
Kelly Financial Services
Massachusetts
– -$223K -1,778 Closed
PCP
3316
Proficio Capital Partners
Massachusetts
– -$222K -1,772 Closed
CFCS
3317
CDM Financial Counseling Services
Connecticut
– -$222K -1,769 Closed
BIG
3318
Builder Investment Group
Georgia
– -$221K -1,767 Closed
CIP
3319
Capital Insight Partners
Arizona
– -$220K -1,753 Closed
SCA
3320
Sandy Cove Advisors
Massachusetts
– -$220K -1,753 Closed
AWA
3321
Acorn Wealth Advisors
Michigan
– -$220K -1,752 Closed
PRTG
3322
Post Resch Tallon Group
New York
– -$220K -1,752 Closed
PFG
3323
PAX Financial Group
Texas
– -$219K -1,750 Closed
PWP
3324
Parkwoods Wealth Partners
New York
– -$219K -1,748 Closed
1WA
3325
180 Wealth Advisors
Washington
– -$219K -1,746 Closed