Name Holding Trade Value Shares
Change
Change in
Stake
AWA
3226
A4 Wealth Advisors
North Carolina
– -$260K -794 Closed
EIA
3227
Eastover Investment Advisors
North Carolina
– -$259K -790 Closed
GIM
3228
Guild Investment Management
California
– -$249K -762 Closed
OFW
3229
Omnia Family Wealth
Florida
– -$244K -745 Closed
FAM
3230
Frontier Asset Management
Wyoming
– -$236K -721 Closed
WMA
3231
William Mack & Associates
Michigan
– -$232K -708 Closed
VC
3232
Vicus Capital
Pennsylvania
– -$222K -678 Closed
VW
3233
Vance Wealth
California
– -$222K -677 Closed
AWA
3234
Archvest Wealth Advisors
California
– -$216K -661 Closed
OC
3235
Opal Capital
Florida
– -$245K -652 Closed
TFA
3236
Tobias Financial Advisors
Florida
– -$213K -651 Closed
PCM
3237
Prelude Capital Management
New York
– -$212K -647 Closed
CCP
3238
Clarkston Capital Partners
Michigan
– -$211K -646 Closed
RFW
3239
Rainier Family Wealth
Washington
– -$211K -645 Closed
GC
3240
Gilbert & Cook
Iowa
– -$209K -639 Closed
OAS
3241
Optivise Advisory Services
Tennessee
– -$204K -624 Closed
SWM
3242
Sendero Wealth Management
Texas
– -$202K -618 Closed
WWC
3243
Waypoint Wealth Counsel
Georgia
– -$202K -616 Closed
TAM
3244
Tucker Asset Management
Colorado
– -$194K -593 Closed
FGA
3245
Fortis Group Advisors
New Jersey
– -$201K -588 Closed
CP
3246
Camelot Portfolios
Ohio
– -$164K -500 Closed
FC
3247
Family CFO
California
– -$130K -396 Closed
QA
3248
Quattro Advisors
Pennsylvania
– -$110K -335 Closed
LIA
3249
Limestone Investment Advisors
New York
– -$114K -320 Closed
CFS
3250
Compass Financial Services
Iowa
– -$93.7K -286 Closed