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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2951
Motive Wealth Advisors
Michigan
– -$305K -1,153 Closed
MWM
2952
Mindset Wealth Management
Indiana
– -$305K -1,150 Closed
OFW
2953
Omnia Family Wealth
Florida
– -$302K -1,138 Closed
MWA
2954
Midland Wealth Advisors
Illinois
– -$300K -1,133 Closed
SIAP
2955
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$300K -1,133 Closed
JWM
2956
JGP Wealth Management
Oregon
– -$300K -1,131 Closed
RTC
2957
Real Talk Capital
Tennessee
– -$297K -1,120 Closed
EV
2958
EJMK Ventures
Illinois
– -$296K -1,116 Closed
PGIM Custom Harvest
2959
PGIM Custom Harvest
New Jersey
– -$296K -1,116 Closed
Stock Yards Bank & Trust
2960
Stock Yards Bank & Trust
Kentucky
– -$294K -1,111 Closed
SCM
2961
SOL Capital Management
Maryland
– -$293K -1,106 Closed
MWM
2962
Momentous Wealth Management
Washington
– -$289K -1,091 Closed
EW
2963
Element Wealth
Mississippi
– -$288K -1,089 Closed
AIS
2964
AM Investment Strategies
Tennessee
– -$287K -1,085 Closed
TCM
2965
Traynor Capital Management
Pennsylvania
– -$286K -1,078 Closed
FHC
2966
First Heartland Consultants
Missouri
– -$285K -1,077 Closed
CCA
2967
Carrera Capital Advisors
Michigan
– -$284K -1,069 Closed
CSA
2968
Cottage Street Advisors
Massachusetts
– -$283K -1,068 Closed
BWG
2969
Balanced Wealth Group
Ohio
– -$251K -1,065 Closed
OC
2970
Oarsman Capital
Wisconsin
– -$282K -1,064 Closed
NIM
2971
Northeast Investment Management
Massachusetts
– -$281K -1,059 Closed
CCM
2972
Chaney Capital Management
Washington
– -$279K -1,055 Closed
VPW
2973
Variant Private Wealth
Virginia
– -$279K -1,055 Closed
5NPW
2974
55 North Private Wealth
Florida
– -$279K -1,052 Closed
CFO
2975
Collective Family Office
Pennsylvania
– -$279K -1,052 Closed