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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
2551
Palisades Hudson Asset Management
Florida
– -$204K -695 Closed
SFG
2552
Shum Financial Group
California
– -$204K -694 Closed
EFG
2553
Embree Financial Group
Illinois
– -$203K -693 Closed
AI
2554
Auour Investments
Massachusetts
– -$203K -692 Closed
FI
2555
FWG Investments
Kentucky
– -$203K -692 Closed
SF
2556
Seros Financial
Arizona
– -$203K -692 Closed
HA
2557
Huntleigh Advisors
Missouri
– -$203K -691 Closed
IAS
2558
Integrity Advisory Solutions
Texas
– -$202K -689 Closed
M1FG
2559
Mach-1 Financial Group
Arkansas
– -$202K -689 Closed
BWA
2560
Bestgate Wealth Advisors
Maryland
– -$202K -687 Closed
BWCS
2561
Beirne Wealth Consulting Services
Connecticut
– -$203K -686 Closed
PAW
2562
Plan A Wealth
Nebraska
– -$201K -686 Closed
Hudson Bay Capital Management
2563
Hudson Bay Capital Management
Connecticut
– -$201K -685 Closed
EMAM
2564
Encompass More Asset Management
California
– -$201K -684 Closed
LT
2565
Legacy Trust
Michigan
– -$200K -683 Closed
MSWM
2566
McGlone Suttner Wealth Management
Wisconsin
– -$200K -682 Closed
RW
2567
REDW Wealth
New Mexico
– -$200K -682 Closed
HFS
2568
Hopwood Financial Services
Virginia
– -$182K -620 Closed
SP
2569
Saranac Partners
– -$170K -580 Closed
NC
2570
North Capital
Utah
– -$165K -561 Closed
TIM
2571
Tortoise Investment Management
New York
– -$135K -460 Closed
IUHSA
2572
Itau Unibanco Holding S.A.
Brazil
– -$130K -442 Closed
VEA
2573
Virtus ETF Advisers
New York
– -$116K -394 Closed
CWM
2574
Crowley Wealth Management
Delaware
– -$88.9K -303 Closed
GFWA
2575
Grey Fox Wealth Advisors
Delaware
– -$78.1K -265 Closed