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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1126
Liberty Wealth Management
California
-$145K -511 Closed
ACM
1127
Adalta Capital Management
New York
-$141K -500 Closed
CF
1128
Centaurus Financial
California
-$114K -404 Closed
AA
1129
AlphaCentric Advisors
Puerto Rico
-$113K -400 Closed
PWM
1130
Prentice Wealth Management
New York
-$111K -394 Closed
CI
1131
CX Institutional
Indiana
-$91K -320 Closed
APWA
1132
Atlas Private Wealth Advisors
New Jersey
-$85K -301 Closed
PWA
1133
Phoenix Wealth Advisors
North Carolina
-$74K -263 Closed
WLPWM
1134
Walled Lake Planning & Wealth Management
Illinois
-$67K -236 Closed
MA
1135
MCF Advisors
Kentucky
-$59K -210 Closed
LSPW
1136
Lake Street Private Wealth
Illinois
-$55K -195 Closed
RA
1137
Resolute Advisors
California
-$41K -145 Closed
BC
1138
Bartlett & Co
Ohio
-$40K -140 Closed
BCWM
1139
Bartlett & Co Wealth Management
Ohio
-$39.6K -140 Closed
EWA
1140
Evolution Wealth Advisors
Florida
-$34K -120 Closed
VR
1141
Viridian RIA
Washington
-$283 -100 Closed
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$24K -86 Closed
PO
1143
Private Ocean
California
-$23K -80 Closed
LFG
1144
Larson Financial Group
Missouri
-$22K -77 Closed
CTB
1145
Country Trust Bank
Illinois
-$21K -74 Closed
DOA
1146
D'Orazio & Associates
Virginia
-$20K -71 Closed
GRP
1147
Global Retirement Partners
California
-$17K -60 Closed
GKWIM
1148
Gerber Kawasaki Wealth & Investment Management
California
-$14K -50 Closed
BIA
1149
Bell Investment Advisors
California
-$13K -46 Closed
JPLA
1150
Joseph P. Lucia & Associates
New York
-$13K -46 Closed