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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1701
Alteri Wealth
California
– -$288K -871 Closed
HW
1702
HORAN Wealth
Ohio
– -$283K -855 Closed
MA
1703
MONECO Advisors
Connecticut
– -$278K -842 Closed
DWM
1704
Dakota Wealth Management
Florida
– -$277K -839 Closed
APWA
1705
Atlas Private Wealth Advisors
New Jersey
– -$274K -829 Closed
BIG
1706
Brookwood Investment Group
Arizona
– -$273K -825 Closed
EA
1707
Everpar Advisors
Oklahoma
– -$269K -813 Closed
SC
1708
Soundwatch Capital
Connecticut
– -$269K -813 Closed
MPM
1709
MBB Public Markets
Illinois
– -$268K -810 Closed
CPA
1710
Capital Planning Advisors
California
– -$267K -809 Closed
NI
1711
NDVR Inc
Massachusetts
– -$258K -779 Closed
BF
1712
Brucke Financial
Indiana
– -$255K -770 Closed
CPA
1713
Court Place Advisors
Maryland
– -$253K -767 Closed
CCFM
1714
Clear Creek Financial Management
Washington
– -$250K -757 Closed
PPH
1715
Pure Portfolios Holdings
Oregon
– -$249K -753 Closed
NB
1716
Nicolet Bankshares
Wisconsin
– -$245K -741 Closed
MSAM
1717
Moloney Securities Asset Management
Missouri
– -$245K -740 Closed
CA
1718
Cornerstone Advisory
Maryland
– -$242K -733 Closed
HFS
1719
Heritage Financial Services
Massachusetts
– -$242K -733 Closed
PTC
1720
Petrus Trust Company
Texas
– -$240K -727 Closed
AG
1721
Algert Global
California
– -$239K -722 Closed
WWC
1722
Waypoint Wealth Counsel
Georgia
– -$238K -721 Closed
HR
1723
Howe & Rusling
New York
– -$237K -716 Closed
AWM
1724
Aprio Wealth Management
Georgia
– -$234K -708 Closed
BAM
1725
Berkshire Asset Management
Pennsylvania
– -$233K -706 Closed