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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
MOR Wealth Management
Pennsylvania
– -$226K -1,000 Closed
SAM
1152
SP Asset Management
California
– -$226K -1,000 Closed
Vanguard Capital Wealth Advisors
1153
Vanguard Capital Wealth Advisors
Colorado
– -$226K -1,000 Closed
LFA
1154
Legacy Financial Advisors
Kentucky
– -$221K -974 Closed
SIM
1155
Sentry Investment Management
Wisconsin
– -$219K -966 Closed
TBWA
1156
Three Bridge Wealth Advisors
California
– -$218K -962 Closed
SW
1157
SMART Wealth
Nebraska
– -$215K -950 Closed
BIG
1158
Brookwood Investment Group
Arizona
– -$215K -949 Closed
BEI
1159
Benjamin Edwards Inc
Missouri
– -$215K -948 Closed
TC
1160
TownSquare Capital
Utah
– -$215K -948 Closed
NAM
1161
NorthCrest Asset Manangement
Minnesota
– -$213K -940 Closed
EW
1162
Evoke Wealth
California
– -$210K -927 Closed
ML
1163
McAdam LLC
Pennsylvania
– -$207K -914 Closed
GLA
1164
Great Lakes Advisors
Illinois
– -$206K -910 Closed
CCA
1165
Childress Capital Advisors
Texas
– -$202K -893 Closed
Blackstone Inc
1166
Blackstone Inc
New York
– -$202K -892 Closed
CFP
1167
Catalyst Financial Partners
Massachusetts
– -$202K -891 Closed
BIM
1168
Bridges Investment Management
Nebraska
– -$201K -887 Closed
DA
1169
Denali Advisors
California
– -$200K -885 Closed
SOW
1170
State of Wyoming
Wyoming
– -$195K -859 Closed
NFSG
1171
Newbridge Financial Services Group
Florida
– -$155K -686 Closed
GWM
1172
Greenline Wealth Management
Florida
– -$112K -495 Closed
BGA
1173
Battery Global Advisors
Massachusetts
– -$42.4K -478 Closed
RAM
1174
Reflection Asset Management
South Carolina
– -$101K -444 Closed
OC
1175
Optima Capital
Oregon
– -$80.6K -356 Closed