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Name Holding Trade Value Shares
Change
Change in
Stake
HH
801
Hilltop Holdings
Texas
– -$233K -4,530 Closed
MFS
802
Mirabella Financial Services
United Kingdom
– -$233K -4,529 Closed
NFC
803
Northeast Financial Consultants
Connecticut
– -$232K -4,520 Closed
PPH
804
Pure Portfolios Holdings
Oregon
– -$231K -4,504 Closed
AWM
805
Avior Wealth Management
Nebraska
– -$226K -4,406 Closed
WHG
806
Westwood Holdings Group
Texas
– -$226K -4,405 Closed
AWS
807
Atria Wealth Solutions
New York
– -$225K -4,382 Closed
DWM
808
Drive Wealth Management
Utah
– -$223K -4,336 Closed
BC
809
Bridgefront Capital
Texas
– -$216K -4,194 Closed
LA
810
LVW Advisors
New York
– -$215K -4,187 Closed
RFC
811
Regions Financial Corp
Alabama
– -$214K -4,169 Closed
FRM
812
Fox Run Management
Connecticut
– -$212K -4,132 Closed
SQA
813
Simon Quick Advisors
New Jersey
– -$212K -4,124 Closed
LTI
814
Laffer Tengler Investments
Tennessee
– -$210K -4,081 Closed
JIP
815
Jaffetilchin Investment Partners
Florida
– -$208K -4,041 Closed
VVP
816
Venture Visionary Partners
Ohio
– -$207K -4,025 Closed
CNBT
817
Canandaigua National Bank & Trust
New York
– -$206K -4,009 Closed
CCWM
818
Cassaday & Co Wealth Management
Virginia
– -$206K -4,000 Closed
JSL
819
JT Stratford LLC
Georgia
– -$205K -3,997 Closed
HCM
820
Hall Capital Management
Rhode Island
– -$204K -3,960 Closed
SFP
821
Shepherd Financial Partners
Massachusetts
– -$200K -3,900 Closed
CAS
822
Coppell Advisory Solutions
Texas
– -$187K -3,554 Closed
CP
823
Castleview Partners
Texas
– -$141K -2,705 Closed
VHAM
824
Van Hulzen Asset Management
California
– -$105K -2,045 Closed
GM
825
GeoWealth Management
Illinois
– -$77.4K -1,506 Closed