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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1701
Armstrong Fleming & Moore
District of Columbia
-$273K -394 Closed
TF
1702
Threadgill Financial
Texas
-$265K -383 Closed
AL
1703
Aspiriant LLC
California
-$261K -376 Closed
AC
1704
ASB Consultores
Florida
-$251K -362 Closed
MA
1705
MONECO Advisors
Connecticut
-$250K -361 Closed
UWS
1706
Unique Wealth Strategies
Illinois
-$250K -360 Closed
BBW
1707
Blue Barn Wealth
Utah
-$245K -354 Closed
CAMV
1708
Concord Asset Management (Virginia)
Virginia
-$242K -349 Closed
BIP
1709
Blueprint Investment Partners
North Carolina
-$241K -348 Closed
TCBWMS
1710
Texas Capital Bank Wealth Management Services
Texas
-$238K -344 Closed
MPCG
1711
Matrix Private Capital Group
New York
-$238K -343 Closed
SAM
1712
Strive Asset Management
Ohio
-$237K -342 Closed
BAM
1713
Blueshift Asset Management
New Jersey
-$234K -338 Closed
GIA
1714
Gladstone Institutional Advisory
Florida
-$230K -332 Closed
FTUS
1715
Flow Traders U.S.
New York
-$226K -326 Closed
BTWM
1716
Baker Tilly Wealth Management
Wisconsin
-$218K -314 Closed
GS
1717
GWN Securities
Florida
-$230K -314 Closed
HBS
1718
Howard Bailey Securities
Indiana
-$218K -314 Closed
ICM
1719
IMS Capital Management
Oregon
-$216K -312 Closed
PWM
1720
Pines Wealth Management
North Carolina
-$228K -309 Closed
MNBTD
1721
Moody National Bank Trust Division
Texas
-$213K -308 Closed
SGK
1722
Steigerwald Gordon & Koch
Virginia
-$211K -305 Closed
IAA
1723
Ironsides Asset Advisors
North Carolina
-$211K -304 Closed
UBV
1724
United Bank (Virginia)
Virginia
-$209K -302 Closed
CA
1725
Cullinan Associates
Kentucky
-$208K -300 Closed