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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1201
One Wealth Advisors
California
– -$58.4K -1,671 Closed
WOSD
1202
WFA of San Diego
California
– -$56.8K -1,627 Closed
CWP
1203
Core Wealth Partners
California
– -$334K -1,080 Closed
AF
1204
Affiance Financial
Minnesota
– -$35.7K -1,022 Closed
DWP
1205
Destiny Wealth Partners
Florida
– -$31.2K -893 Closed
MS
1206
Madden Securities
Texas
– -$24.7K -707 Closed
LS
1207
Leelyn Smith
Illinois
– -$23.8K -680 Closed
PSB
1208
Piscataqua Savings Bank
New Hampshire
– -$22.9K -656 Closed
CA
1209
Corrado Advisors
New Jersey
– -$22.7K -650 Closed
MWM
1210
MinichMacGregor Wealth Management
New York
– -$20.9K -598 Closed
PWS
1211
Paragon Wealth Strategies
Florida
– -$20.4K -584 Closed
GIA
1212
Goodwin Investment Advisory
Georgia
– -$13.1K -376 Closed
FCG
1213
Financial Connections Group
California
– -$12K -346 Closed
RFS
1214
Retirement Financial Solutions
Tennessee
– -$10K -287 Closed
FWA
1215
Freedom Wealth Alliance
Wisconsin
– -$7.68K -220 Closed
GGI
1216
Godsey & Gibb Inc
Virginia
– -$6.99K -200 Closed
HS
1217
Horan Securities
United States
– -$4.72K -135 Closed
CAS
1218
Coppell Advisory Solutions
Texas
– -$2.9K -83 Closed
CASC
1219
Coppell Advisory Solutions Corp
Texas
– -$2.9K -83 Closed
ACM
1220
AUA Capital Management
Pennsylvania
– -$1.75K -50 Closed
LSA
1221
Lansing Street Advisors
Pennsylvania
– -$1.79K -48 Closed
RIA
1222
Recurrent Investment Advisors
Texas
– -$1.36K -39 Closed
PPWM
1223
PFG Private Wealth Management
Florida
– -$1K -20 Closed
AWM
1224
Abound Wealth Management
Tennessee
– -$559 -16 Closed