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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Ballast Advisors
Minnesota
-$22K -200 Closed
IAAG
1002
Innovative Asset Advisors Group
Connecticut
-$18.7K -170 Closed
TPWA
1003
Twin Peaks Wealth Advisors
California
-$16.9K -154 Closed
Optiver Holding
1004
Optiver Holding
Netherlands
-$16.4K -149 Closed
OA
1005
Operose Advisors
Wisconsin
-$16.2K -147 Closed
GGI
1006
Godsey & Gibb Inc
Virginia
-$11K -100 Closed
TGY2IT
1007
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$10.4K -95 Closed
CFG
1008
Clayton Financial Group
Missouri
-$5.17K -47 Closed
RMC
1009
Resources Management Corp
Connecticut
-$3K -30 Closed
AWM
1010
Abound Wealth Management
Tennessee
-$3.05K -28 Closed
VWM
1011
Vermillion Wealth Management
Minnesota
-$2.09K -19 Closed
FDW
1012
Fourth Dimension Wealth
Ohio
-$1.64K -15 Closed
IPS
1013
Investors Portfolio Services
Washington
-$1.31K -12 Closed
ECM
1014
Estabrook Capital Management
New York
-$1.21K -11 Closed
UFF
1015
USA Financial Formulas
Michigan
-$879 -8 Closed
AG
1016
AmeriFlex Group
Nevada
-$769 -7 Closed
DWP
1017
Destiny Wealth Partners
Florida
-$550 -5 Closed
PWA
1018
Portus Wealth Advisors
North Carolina
-$550 -5 Closed
Kayne Anderson Rudnick Investment Management
1019
Kayne Anderson Rudnick Investment Management
California
-$440 -4 Closed
CW
1020
Curio Wealth
Maryland
-$330 -3 Closed
TWM
1021
TopTier Wealth Management
Wisconsin
-$330 -3 Closed
NF
1022
Napier Financial
Massachusetts
-$110 -1 Closed
EA
1023
Evolution Advisers
Virginia
+$221 +2 New
NWM
1024
Navigoe Wealth Management
California
+$553 +5 New