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Name Holding Trade Value Shares
Change
Change in
Stake
EMG
601
ETF Managers Group
New Jersey
– -$135K -1,696 Closed
WTB
602
Washington Trust Bank
Washington
– -$88K -1,108 Closed
SWM
603
SeaCrest Wealth Management
New York
– -$73K -914 Closed
DBT
604
Dubuque Bank & Trust
Iowa
– -$67K -841 Closed
PGWM
605
Parisi Gray Wealth Management
New Jersey
– -$54K -684 Closed
FAM
606
Formidable Asset Management
Ohio
– -$817K -683 Closed
WAM
607
Wealthspire Advisors (Maryland)
Maryland
– -$41K -513 Closed
PWM
608
PRW Wealth Management
Massachusetts
– -$36K -447 Closed
RWM
609
Raffa Wealth Management
District of Columbia
– -$31.8K -400 Closed
AIA
610
Alera Investment Advisors
Illinois
– -$27K -338 Closed
MNBTD
611
Moody National Bank Trust Division
Texas
– -$19K -240 Closed
LFA
612
Legacy Financial Advisors
Kentucky
– -$17K -217 Closed
TFS
613
TrustCore Financial Services
Tennessee
– -$16K -200 Closed
ACA
614
Atlas Capital Advisors
Wyoming
– -$15.1K -190 Closed
DWM
615
Destination Wealth Management
California
– -$9K -119 Closed
FIA
616
FNY Investment Advisers
New York
– -$1K -100 Closed
FHA
617
First Horizon Advisors
Tennessee
– -$7K -95 Closed
FC
618
Ferris Capital
Massachusetts
– -$7K -83 Closed
VFA
619
Valeo Financial Advisors
Indiana
– -$6K -73 Closed
FCA
620
FinTrust Capital Advisors
South Carolina
– -$5K -67 Closed
IWP
621
Icon Wealth Partners
Texas
– -$4K -45 Closed
KPW
622
Kore Private Wealth
New York
– -$3K -44 Closed
MIM
623
Macroview Investment Management
Maryland
– -$3K -42 Closed
FNB
624
Farmers National Bank
Kentucky
– -$3K -34 Closed
MSA
625
Marino Stram & Associates
Massachusetts
– -$1K -18 Closed