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Name Holding Trade Value Shares
Change
Change in
Stake
FL
2251
Fort LP
Maryland
-$165K -508 Closed
LD
2252
Lipe & Dalton
New York
-$161K -493 Closed
BFP
2253
Briaud Financial Planning
Texas
-$135K -415 Closed
PWP
2254
Personal Wealth Partners
Minnesota
-$129K -395 Closed
THWM
2255
Taylor Hoffman Wealth Management
Virginia
-$126K -386 Closed
KFA
2256
Kays Financial Advisory
Georgia
-$125K -384 Closed
KWM
2257
Keebeck Wealth Management
Illinois
-$120K -370 Closed
KBFS
2258
Kohmann Bosshard Financial Services
Ohio
-$114K -350 Closed
CA
2259
Centerpoint Advisors
Massachusetts
-$106K -325 Closed
RA
2260
Rational Advisors
New York
-$103K -315 Closed
LPWM
2261
Lake Point Wealth Management
Texas
-$83.8K -306 -100%
AFS
2262
Aft Forsyth & Sober
Florida
-$94K -290 Closed
NIM
2263
NuWave Investment Management
New Jersey
-$85K -262 Closed
JGIA
2264
Jackson Grant Investment Advisers
Connecticut
-$79K -241 Closed
SC
2265
Solstein Capital
California
-$64K -197 Closed
MI
2266
Moneywise Inc
Virginia
-$48K -125 Closed
BAM
2267
Barrett Asset Management
New York
-$34K -105 Closed
GDP
2268
Great Diamond Partners
Maine
-$33K -103 Closed
PCM
2269
Price Capital Management
Louisiana
-$33K -100 Closed
AP
2270
Americana Partners
Texas
-$26K -81 Closed
HWM
2271
Howard Wealth Management
Connecticut
-$21K -66 Closed
AC
2272
Asio Capital
Kentucky
-$16K -50 Closed
CI
2273
Cordant Inc
Oregon
-$16K -50 Closed
CQS
2274
Credential Qtrade Securities
-$11.4K -35 Closed
ACM
2275
Anfield Capital Management
California
-$11K -33 Closed