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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2226
Portus Wealth Advisors
North Carolina
– -$35.3K -215 Closed
FFL
2227
Financial Freedom LLC
Ohio
– -$35K -213 Closed
OWA
2228
Opal Wealth Advisors
New York
– -$28.5K -173 Closed
SA
2229
Scarborough Advisors
Maryland
– -$27.8K -169 Closed
SRCM
2230
Signature Resources Capital Management
California
– -$19.7K -120 Closed
CPL
2231
Capital & Planning LLC
Georgia
– -$16.6K -101 Closed
A
2232
Allianz
Germany
– -$16.4K -100 Closed
AGWCA
2233
Annis Gardner Whiting Capital Advisors
Florida
– -$14.6K -89 Closed
WA
2234
Whipplewood Advisors
Colorado
– -$12.3K -75 Closed
MWC
2235
MBM Wealth Consultants
Missouri
– -$12K -73 Closed
CHC
2236
City Holding Co
West Virginia
– -$11.5K -70 Closed
PP
2237
Paladin Partners
Wisconsin
– -$8.21K -50 Closed
MS
2238
Monetary Solutions
Ohio
– -$5.45K -33 Closed
VWM
2239
Vermillion Wealth Management
Minnesota
– -$3.77K -23 Closed
MIM
2240
Marshall Investment Management
Colorado
– -$3.62K -22 Closed
CFG
2241
Clayton Financial Group
Missouri
– -$3.28K -20 Closed
GWSA
2242
Global Wealth Strategies & Associates
Colorado
– -$2.82K -17 Closed
WOSD
2243
WFA of San Diego
California
– -$2.79K -17 Closed
LAS
2244
Lloyd Advisory Services
Georgia
– -$1.31K -8 Closed
TWM
2245
TopTier Wealth Management
Wisconsin
– -$985 -6 Closed
BH
2246
Burk Holdings
Oklahoma
– -$657 -4 Closed
IWS
2247
Intentional Wealth Strategies
Colorado
– -$328 -2 Closed
CW
2248
Curio Wealth
Maryland
– -$164 -1 Closed
FPF
2249
First Pacific Financial
Washington
– -$165 -1 Closed
NWM
2250
Navigoe Wealth Management
California
– +$578 +2 New