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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1051
Focused Wealth Management
New York
– -$197K -4,500 Closed
MCWS
1052
McKinley Carter Wealth Services
West Virginia
– -$196K -4,480 Closed
HCA
1053
Heck Capital Advisors
Wisconsin
– -$149K -3,403 Closed
TAM
1054
Tiverton Asset Management
Delaware
– -$132K -3,018 Closed
EMG
1055
ETF Managers Group
New Jersey
– -$84K -1,952 Closed
WDL
1056
Well Done LLC
Michigan
– -$64K -1,460 Closed
KF
1057
Krilogy Financial
Missouri
– -$52K -1,196 Closed
PHK
1058
Point72 Hong Kong
Hong Kong
– -$45K -1,020 Closed
HFP
1059
Holistic Financial Partners
Indiana
– -$37K -838 Closed
FCAG
1060
First Capital Advisors Group
New Jersey
– -$32K -728 Closed
IIC
1061
Integrated Investment Consultants
Michigan
– -$32K -728 Closed
AP
1062
Advisors Preferred
Maryland
– -$31K -708 Closed
IWM
1063
IHT Wealth Management
Illinois
– -$28K -656 Closed
AP
1064
Atwood & Palmer
Missouri
– -$27K -624 Closed
FCMT
1065
Founders Capital Management (Texas)
Texas
– -$22K -494 Closed
LGWM
1066
Litman Gregory Wealth Management
California
– -$20K -450 Closed
AS
1067
Altshuler Shaham
Israel
– -$17K -379 Closed
PWAG
1068
Polaris Wealth Advisory Group
California
– -$16K -366 Closed
CCA
1069
Clearwater Capital Advisors
Illinois
– -$14K -326 Closed
EWM
1070
Endurance Wealth Management
Rhode Island
– -$13K -300 Closed
BAM
1071
Barrett Asset Management
New York
– -$11K -250 Closed
DSN
1072
D. Scott Neal
Kentucky
– -$5K -120 Closed
AWA
1073
Acorn Wealth Advisors
Michigan
– -$1K -24 Closed
PWM
1074
Perigon Wealth Management
California
– -$1K -18 Closed