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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
LGT Financial Advisors
Texas
– -$30.9K -282 Closed
MFG
552
Mendota Financial Group
Wisconsin
– -$23.4K -214 Closed
CAS
553
Coppell Advisory Solutions
Texas
– -$22K -202 Closed
EBA
554
Eagle Bay Advisors
New York
– -$10.7K -98 Closed
DCM
555
Davidson Capital Management
Texas
– -$9.97K -91 Closed
WWA
556
Wingate Wealth Advisors
Massachusetts
– -$8.21K -75 Closed
CJ
557
Caitlin John
Michigan
– -$6.13K -56 Closed
VWM
558
Venturi Wealth Management
Texas
– -$6.13K -56 Closed
VHAM
559
Van Hulzen Asset Management
California
– -$3.62K -33 Closed
HNW
560
High Note Wealth
Minnesota
– -$2.3K -21 Closed
WA
561
WPG Advisers
Maryland
– -$1.53K -14 Closed
CA
562
Continuum Advisory
Idaho
– -$767 -7 Closed
MA
563
Modus Advisors
Minnesota
– -$657 -6 Closed
RTC
564
Riverview Trust Company
Washington
– -$548 -5 Closed
ANBT
565
American National Bank & Trust
Texas
– -$438 -4 Closed
KBFS
566
Kohmann Bosshard Financial Services
Ohio
– -$329 -3 Closed
AA
567
Ancora Advisors
Ohio
– -$219 -2 Closed
PWM
568
Parkworth Wealth Management
California
– -$110 -1 Closed
RFG
569
REAP Financial Group
Texas
– -$55 -1 Closed
AW
570
Avion Wealth
Texas
– +$622 +6 New