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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Angeles Wealth Management
California
-$221K -3,283 Closed
BP
1002
Ballentine Partners
Massachusetts
-$221K -3,279 Closed
FI
1003
Financial Insights
Washington
-$219K -3,260 Closed
FGP
1004
Freestone Grove Partners
California
-$219K -3,254 Closed
RAM
1005
RWC Asset Management
United Kingdom
-$219K -3,250 Closed
BWP
1006
Baldwin Wealth Partners
Massachusetts
-$217K -3,219 Closed
BFM
1007
Boothbay Fund Management
New York
-$207K -3,203 Closed
PWP
1008
Phillips Wealth Planners
Mississippi
-$207K -3,124 Closed
BWCS
1009
Beirne Wealth Consulting Services
Connecticut
-$208K -3,086 Closed
GWSG
1010
GPS Wealth Strategies Group
Colorado
-$207K -3,074 Closed
PFM
1011
Patton Fund Management
Texas
-$207K -3,073 Closed
FIA
1012
FNY Investment Advisers
New York
-$140K -2,081 Closed
OIAM
1013
OFI Invest Asset Management
France
-$88.7K -1,549 Closed
PAM
1014
Palisade Asset Management
Minnesota
-$80.7K -1,200 Closed
FLFS
1015
Family Legacy Financial Solutions
North Carolina
-$65.3K -971 Closed
RA
1016
Rise Advisors
New York
-$53.4K -793 Closed
WANY
1017
Wealthspire Advisors (New York)
New York
-$51.9K -772 Closed
MCA
1018
Midwest Capital Advisors
Michigan
-$47.1K -700 Closed
MG
1019
Mather Group
Illinois
-$45.8K -681 Closed
SC
1020
Stance Capital
Massachusetts
-$44.8K -666 Closed
NCM
1021
Northwest Capital Management
Oregon
-$44.6K -663 Closed
ABWM
1022
Alpine Bank Wealth Management
Colorado
-$39.1K -581 Closed
AAS
1023
Ameritas Advisory Services
Nebraska
-$34.5K -512 Closed
IFU
1024
iSAM Funds (UK)
United Kingdom
-$15.7K -234 Closed
HWA
1025
Heartwood Wealth Advisors
Virginia
-$10.8K -160 Closed