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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1326
Twin Peaks Wealth Advisors
California
– -$85.6K -1,822 Closed
GAA
1327
Global Assets Advisory
Florida
– -$72.2K -1,536 Closed
BCM
1328
Basso Capital Management
Connecticut
– -$70.5K -1,500 Closed
CGA
1329
Compound Global Advisors
Washington
– -$56.4K -1,200 Closed
MWC
1330
MBM Wealth Consultants
Missouri
– -$50K -1,064 Closed
HDIM
1331
Hanson & Doremus Investment Management
Vermont
– -$50K -1,058 Closed
MTIC
1332
Missouri Trust & Investment Company
Missouri
– -$47K -1,000 Closed
RFP
1333
Root Financial Partners
California
– -$33.3K -709 Closed
BOJHT
1334
Bank of Jackson Hole Trust
Wyoming
– -$25.9K -550 Closed
IWS
1335
Intentional Wealth Strategies
Colorado
– -$19.8K -421 Closed
CPL
1336
Capital & Planning LLC
Georgia
– -$18.8K -400 Closed
GTAM
1337
Global Trust Asset Management
Florida
– -$17.6K -375 Closed
WOSD
1338
WFA of San Diego
California
– -$17.6K -374 Closed
IAAG
1339
Innovative Asset Advisors Group
Connecticut
– -$16.1K -342 Closed
BIM
1340
Breakwater Investment Management
Washington
– -$14.1K -300 Closed
MAM
1341
Morse Asset Management
Connecticut
– -$11.8K -250 Closed
MWM
1342
Magnolia Wealth Management
Alabama
– -$9.82K -209 Closed
CFG
1343
Clayton Financial Group
Missouri
– -$9.68K -206 Closed
S
1344
Sachetta
Massachusetts
– -$7.49K -159 Closed
SA
1345
Scarborough Advisors
Maryland
– -$5.69K -121 Closed
YP
1346
YANKCOM Partnership
South Dakota
– -$3.85K -82 Closed
MWA
1347
Merkkuri Wealth Advisors
New York
– -$3.65K -78 Closed
FFL
1348
Financial Freedom LLC
Ohio
– -$2.61K -56 Closed
WPWM
1349
Western Pacific Wealth Management
Illinois
– -$2.64K -56 Closed
TIAA Trust, National Association
1350
TIAA Trust, National Association
North Carolina
– -$1.13K -24 Closed