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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1726
Purus Wealth Management
California
-$207K -298 Closed
HAC
1727
Harbor Advisory Corp
New Hampshire
-$204K -295 Closed
TWM
1728
Topsail Wealth Management
North Carolina
-$204K -295 Closed
IUHSA
1729
Itau Unibanco Holding S.A.
Brazil
-$127K -190 Closed
Nisa Investment Advisors
1730
Nisa Investment Advisors
Missouri
-$118K -170 Closed
NWWA
1731
New Wave Wealth Advisors
Arkansas
-$113K -163 Closed
PFA
1732
Pathway Financial Advisers
Indiana
-$96.9K -140 Closed
EBA
1733
Eagle Bay Advisors
New York
-$95K -137 Closed
AWM
1734
Ameliora Wealth Management
Switzerland
-$69.3K -100 Closed
CAS
1735
Coppell Advisory Solutions
Texas
-$67.2K -96 Closed
VHAM
1736
Van Hulzen Asset Management
California
-$66.5K -96 Closed
PPA
1737
Pilgrim Partners Asia
Singapore
-$55.4K -80 Closed
PSB
1738
Piscataqua Savings Bank
New Hampshire
-$55.4K -80 Closed
SMAM
1739
Sugar Maple Asset Management
Wisconsin
-$41.6K -60 Closed
CJ
1740
Caitlin John
Michigan
-$39.6K -57 Closed
SC
1741
Stance Capital
Massachusetts
-$39.2K -57 Closed
RF
1742
Roxbury Financial
New Jersey
-$39K -56 Closed
PCWA
1743
Pacific Capital Wealth Advisors
California
-$34.7K -50 Closed
DRP
1744
Decker Retirement Planning
Utah
-$24.3K -35 Closed
FA
1745
Financial Avengers
California
-$24.3K -35 Closed
MIA
1746
Milestone Investment Advisors
Wisconsin
-$23.6K -34 Closed
FLP
1747
Financial Life Planners
Arizona
-$21K -30 Closed
EFP
1748
EnRich Financial Partners
Wisconsin
-$18K -26 Closed
AWM
1749
Activest Wealth Management
Florida
-$14.6K -20 Closed
CF
1750
Conquis Financial
California
-$12.5K -18 Closed