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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1726
Realta Investment Advisors
Delaware
– -$178K -1,087 Closed
SIC
1727
Samalin Investment Counsel
New York
– -$162K -997 Closed
CWA
1728
Capital Wealth Alliance
Arizona
– -$177K -971 Closed
LF
1729
Lee Financial
Texas
– -$155K -950 Closed
JFA
1730
Johanson Financial Advisors
California
– -$117K -719 Closed
AFS
1731
Aft Forsyth & Sober
Florida
– -$115K -710 Closed
TCWM
1732
Total Clarity Wealth Management
Illinois
– -$103K -635 Closed
KWM
1733
Keebeck Wealth Management
Illinois
– -$93K -575 Closed
Emerald Mutual Fund Advisers Trust
1734
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$59K -362 Closed
PCA
1735
Providence Capital Advisors
North Carolina
– -$46K -285 Closed
FIA
1736
FNY Investment Advisers
New York
– -$47K -274 -99%
APC
1737
Aspire Private Capital
North Carolina
– -$33K -200 Closed
PWP
1738
Personal Wealth Partners
Minnesota
– -$32K -195 Closed
AA
1739
Argent Advisors
Louisiana
– -$33K -189 Closed
TFA
1740
Tobias Financial Advisors
Florida
– -$24K -150 Closed
THWM
1741
Taylor Hoffman Wealth Management
Virginia
– -$15K -94 Closed
BHWM
1742
Bay Harbor Wealth Management
Maryland
– -$15K -90 Closed
CI
1743
Cordant Inc
Oregon
– -$15K -90 Closed
IWA
1744
Intercontinental Wealth Advisors
Texas
– -$11K -59 Closed
Brinker Capital Investments
1745
Brinker Capital Investments
Pennsylvania
– -$8K -47 Closed
FPFS
1746
First Personal Financial Services
North Carolina
– -$7K -44 Closed
NCM
1747
New Capital Management
Texas
– -$6K -35 Closed
HWM
1748
Howard Wealth Management
Connecticut
– -$5K -32 Closed
LWM
1749
Lionsbridge Wealth Management
Florida
– -$4K -29 Closed
SHWM
1750
Silicon Hills Wealth Management
Texas
– -$101 -5 Closed