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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1001
Dynamic Advisor Solutions
Arizona
-$233K -1,810 Closed
FWTB
1002
First Western Trust Bank
Colorado
-$232K -1,804 Closed
ECM
1003
Evergreen Capital Management
Washington
-$230K -1,793 Closed
SGI
1004
Summit Global Investments
Utah
-$230K -1,786 Closed
HAIM
1005
Hunter Associates Investment Management
Pennsylvania
-$227K -1,760 Closed
BAM
1006
Belpointe Asset Management
Nevada
-$224K -1,744 Closed
FCA
1007
Fortis Capital Advisors
Kansas
-$224K -1,744 Closed
LFGO
1008
Legacy Financial Group (Oklahoma)
Oklahoma
-$223K -1,739 Closed
KWM
1009
Kingsview Wealth Management
Oregon
-$222K -1,731 Closed
SG
1010
StoneX Group
New York
-$219K -1,705 Closed
CCM
1011
Carlson Capital Management
Minnesota
-$218K -1,699 Closed
CPA
1012
Cardiff Park Advisors
California
-$217K -1,688 Closed
EFG
1013
Everhart Financial Group
Ohio
-$216K -1,678 Closed
BG
1014
Bahl & Gaynor
Ohio
-$215K -1,671 Closed
CA
1015
Continuum Advisory
Idaho
-$209K -1,630 Closed
AC
1016
AXQ Capital
New Jersey
-$206K -1,600 Closed
CW
1017
Connectus Wealth
Ohio
-$206K -1,600 Closed
WPW
1018
Waldron Private Wealth
Pennsylvania
-$205K -1,599 Closed
BFO
1019
Boston Family Office
Massachusetts
-$206K -1,596 Closed
CWA
1020
CM Wealth Advisors
Ohio
-$204K -1,540 Closed
CAAS
1021
Capital Asset Advisory Services
Michigan
-$201K -1,465 Closed
CG
1022
Cutler Group
California
-$159K -1,412 Closed
HIIFS
1023
Harel Insurance Investments & Financial Services
Israel
-$120K -1,066 -100%
IAIM
1024
Industrial Alliance Investment Management
Quebec, Canada
-$131K -1,020 Closed
CFO
1025
CVA Family Office
Colorado
-$114K -890 Closed