Name Holding Trade Value Shares
Change
Change in
Stake
FI
1051
Fosun International
China
– -$380K -1,415 Closed
THWM
1052
Taylor Hoffman Wealth Management
Virginia
– -$362K -1,350 Closed
FHA
1053
Flagship Harbor Advisors
Massachusetts
– -$270K -1,007 Closed
IAA
1054
Independent Advisor Alliance
North Carolina
– -$266K -992 Closed
KPWS
1055
Kestra Private Wealth Services
Texas
– -$255K -953 Closed
EFG
1056
Everhart Financial Group
Ohio
– -$235K -877 Closed
PCMC
1057
Private Capital Management (Colorado)
Colorado
– -$235K -877 Closed
SA
1058
Shilanski & Associates
Alaska
– -$235K -877 Closed
ICG
1059
InterOcean Capital Group
Tennessee
– -$230K -859 Closed
PFM
1060
Premier Fund Managers
United Kingdom
– -$224K -826 Closed
HPWM
1061
Highland Private Wealth Management
Washington
– -$217K -807 Closed
IIL
1062
Insight Inv LLC
California
– -$214K -800 Closed
CWP
1063
Curated Wealth Partners
California
– -$209K -780 Closed
GA
1064
GraniteShares Advisors
New York
– -$203K -759 Closed
VCP
1065
Verus Capital Partners
Arizona
– -$202K -755 Closed
MA
1066
Mutual Advisors
Nebraska
– -$202K -753 Closed
TWM
1067
Tradition Wealth Management
Minnesota
– -$199K -744 Closed
TIA
1068
Tiemann Investment Advisors
California
– -$182K -680 Closed
GWS
1069
Glassman Wealth Services
Virginia
– -$164K -613 Closed
IWA
1070
Icon Wealth Advisors
Texas
– -$119K -443 Closed
AIM
1071
Axiom Investment Management
New York
– -$118K -440 Closed
GWSG
1072
GPS Wealth Strategies Group
Colorado
– -$64K -237 Closed
BC
1073
Burleson & Co
California
– -$54K -200 Closed
GIS
1074
Grayhawk Investment Strategies
Alberta, Canada
– -$52K -142 Closed
CSB
1075
City State Bank
Iowa
– -$27K -100 Closed