Name Holding Trade Value Shares
Change
Change in
Stake
WI
3201
Westbourne Investments
Virginia
– -$606K -1,851 Closed
WFAG
3202
Worth Financial Advisory Group
North Carolina
– -$604K -1,844 Closed
YL
3203
YCG LLC
Texas
– -$523K -1,598 Closed
CG
3204
Cynosure Group
Utah
– -$521K -1,593 Closed
KWM
3205
KW Wealth Management
California
– -$507K -1,549 Closed
RC
3206
RBF Capital
California
– -$503K -1,536 Closed
XWM
3207
Xcel Wealth Management
Florida
– -$478K -1,460 Closed
SIM
3208
Sentry Investment Management
Wisconsin
– -$448K -1,368 Closed
HC
3209
Hourglass Capital
Texas
– -$441K -1,347 Closed
FWP
3210
Fiduciary Wealth Partners
Massachusetts
– -$434K -1,326 Closed
GH
3211
GAM Holding
Switzerland
– -$428K -1,307 Closed
MM
3212
MQS Management
New York
– -$398K -1,216 Closed
PAM
3213
PVG Asset Management
Colorado
– -$373K -1,140 Closed
MC
3214
Machina Capital
France
– -$358K -1,095 Closed
FFS
3215
Fortress Financial Solutions
Arizona
– -$345K -1,055 Closed
TWM
3216
Thryve Wealth Management
Texas
– -$339K -1,037 Closed
TI
3217
TrueMark Investments
Illinois
– -$318K -973 Closed
GSC
3218
Ground Swell Capital
South Carolina
– -$305K -931 Closed
DT
3219
DV Trading
Illinois
– -$329K -923 Closed
AWM
3220
Ariadne Wealth Management
California
– -$338K -922 Closed
BC
3221
Bayforest Capital
United Kingdom
– -$301K -919 Closed
SLA
3222
Silver Lake Advisory
Utah
– -$267K -817 Closed
FA
3223
FDx Advisors
Illinois
– -$267K -815 Closed
ONSWM
3224
Old North State Wealth Management
North Carolina
– -$266K -808 Closed
WTG
3225
West Tower Group
Virginia
– -$262K -800 Closed