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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1226
High Net Worth Advisory Group
Florida
-$230K -5,935 Closed
PMA
1227
Prudent Man Advisors
Illinois
-$226K -5,841 Closed
KCM
1228
Kathmere Capital Management
Pennsylvania
-$219K -5,668 Closed
WMP
1229
Wealth Management Partners
Arizona
-$218K -5,631 Closed
ICG
1230
InterOcean Capital Group
Tennessee
-$218K -5,629 Closed
RBC
1231
Romano Brothers & Co
Illinois
-$218K -5,624 Closed
MS
1232
Maven Securities
Jersey
-$214K -5,532 Closed
BST
1233
Bath Savings Trust
Maine
-$213K -5,505 Closed
DWM
1234
Drive Wealth Management
Utah
-$212K -5,464 Closed
PBC
1235
Pavion Blue Capital
California
-$211K -5,448 Closed
CCA
1236
Cottonwood Capital Advisors
Utah
-$209K -5,405 Closed
FCBT
1237
First Citizens Bank & Trust
North Carolina
-$208K -5,375 Closed
CC
1238
Cannell & Co
New York
-$207K -5,350 Closed
SCM
1239
Schnieders Capital Management
California
-$205K -5,293 Closed
STC
1240
Sarah T. Connolly
-$203K -5,250 Closed
ISWM
1241
Independent Solutions Wealth Management
New York
-$201K -5,204 Closed
PP
1242
Patron Partners
Texas
-$201K -5,180 Closed
FNFDCM
1243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$200K -5,176 Closed
AWM
1244
Aprio Wealth Management
Georgia
-$200K -5,171 Closed
Legacy Financial Group (Iowa)
1245
Legacy Financial Group (Iowa)
Iowa
-$127K -3,279 Closed
NFSG
1246
Newbridge Financial Services Group
Florida
-$122K -3,162 Closed
AWM
1247
Avondale Wealth Management
Texas
-$116K -3,000 Closed
SCA
1248
Stonebridge Capital Advisors
Minnesota
-$82K -2,119 Closed
QP
1249
Quilter Plc
United Kingdom
-$1.65M -1,650 Closed
CSPIA
1250
Cary Street Partners Investment Advisory
Virginia
-$54.4K -1,406 Closed