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Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1926
First Western Trust Bank
Colorado
– -$204K -484 Closed
JCFM
1927
JBR Co Financial Management
Oklahoma
– -$202K -478 Closed
CCA
1928
Catalyst Capital Advisors
New York
– -$183K -434 Closed
CBT
1929
CoreFirst Bank & Trust
Kansas
– -$174K -411 Closed
MTC
1930
Matrix Trust Company
Colorado
– -$162K -383 Closed
SIC
1931
Salem Investment Counselors
North Carolina
– -$73.5K -174 Closed
PWA
1932
Provenance Wealth Advisors
Florida
– -$73.1K -173 Closed
GWSG
1933
GPS Wealth Strategies Group
Colorado
– -$62.3K -148 Closed
NC
1934
North Capital
Utah
– -$55.3K -131 Closed
IUHSA
1935
Itau Unibanco Holding S.A.
Brazil
– -$54.9K -130 Closed
CIAM
1936
Caitong International Asset Management
Hong Kong
– -$37.2K -88 Closed
RA
1937
Rise Advisors
New York
– -$34.4K -81 Closed
PSFG
1938
Park Square Financial Group
Georgia
– -$26.2K -62 Closed
TFIAP
1939
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
– -$16.9K -40 Closed
JWM
1940
JPL Wealth Management
Colorado
– -$11.4K -27 Closed
ITFISA
1941
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$8.45K -20 Closed
HHGA
1942
Halbert Hargrove Global Advisors
California
– -$8.03K -19 Closed
CCM
1943
Cloud Capital Management
Washington
– -$6K -16 Closed
1IA
1944
1620 Investment Advisors
Massachusetts
– -$4.22K -10 Closed
CT
1945
Clearstead Trust
Maine
– -$3.8K -9 Closed
TIM
1946
Tortoise Investment Management
New York
– -$3.8K -9 Closed
TCA
1947
Trifecta Capital Advisors
Illinois
– -$3.8K -9 Closed
CTWM
1948
Cherry Tree Wealth Management
Minnesota
– -$3.38K -8 Closed
CAC
1949
Core Alternative Capital
Georgia
– -$2.11K -5 Closed
Q1WB
1950
Quest 10 Wealth Builders
Virginia
– -$2.11K -5 Closed