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Name Holding Trade Value Shares
Change
Change in
Stake
VF
3101
VitalStone Financial
Texas
– -$41K -864 Closed
EE
3102
EWG Elevate
California
– -$36.1K -757 Closed
EA
3103
Emerald Advisers
Pennsylvania
– -$34.4K -723 Closed
GIA
3104
Goodwin Investment Advisory
Georgia
– -$33.3K -700 Closed
SC
3105
Sierra Capital
Florida
– -$33K -698 Closed
CWM
3106
CarsonAllaria Wealth Management
Illinois
– -$31K -642 Closed
WA
3107
Win Advisors
Florida
– -$27.7K -581 Closed
MPCL
3108
My Personal CFO LLC
Washington
– -$27.3K -574 Closed
RFS
3109
Retirement Financial Solutions
Tennessee
– -$25K -525 Closed
Q
3110
QVR
California
– -$21.7K -456 Closed
JSAM
3111
J. Safra Asset Management
New York
– -$17K -374 Closed
MUMSS
3112
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$17K -350 Closed
CMA
3113
Cedar Mountain Advisors
Oregon
– -$14.7K -302 Closed
IFA
3114
Interactive Financial Advisors
Illinois
– -$14.3K -300 Closed
AF
3115
Affiance Financial
Minnesota
– -$10.5K -220 Closed
PWS
3116
Paragon Wealth Strategies
Florida
– -$6.56K -138 Closed
UOTTAIMCU
3117
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$6K -125 Closed
IAS
3118
IMA Advisory Services
Colorado
– -$5.86K -123 Closed
CCM
3119
Copeland Capital Management
Pennsylvania
– -$4K -74 Closed