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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1701
Opal Wealth Advisors
New York
– -$43.9K -163 Closed
NC
1702
NewSquare Capital
Pennsylvania
– -$40.7K -151 Closed
MLA
1703
MB, Levis & Associates
Pennsylvania
– -$40.4K -150 Closed
FCG
1704
Financial Connections Group
California
– -$26K -100 Closed
CWM
1705
CarsonAllaria Wealth Management
Illinois
– -$23.4K -87 Closed
LFASL
1706
Lugano Financial Advisors SA (LFA)
Switzerland
– -$23.4K -87 Closed
PSFG
1707
Park Square Financial Group
Georgia
– -$21K -78 Closed
WA
1708
Whipplewood Advisors
Colorado
– -$18.9K -70 Closed
SAS
1709
Spurstone Advisory Services
Connecticut
– -$17.5K -65 Closed
BCMLT
1710
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$12.2K -45 Closed
MAWAG
1711
Mid-American Wealth Advisory Group
Missouri
– -$11K -41 Closed
SC
1712
Stephens Consulting
Michigan
– -$9.97K -37 Closed
OW
1713
Olistico Wealth
Oklahoma
– -$9.43K -35 Closed
ACM
1714
Accent Capital Management
Ohio
– -$8.64K -32 Closed
SO
1715
Sierra Ocean
California
– -$7.57K -28 Closed
MWA
1716
Medallion Wealth Advisors
Connecticut
– -$5.12K -19 Closed
WCM
1717
WealthTrak Capital Management
Virginia
– -$2.96K -11 Closed
LFA
1718
LGT Financial Advisors
Texas
– -$2.69K -10 Closed
CA
1719
Crewe Advisors
Utah
– -$2.16K -8 Closed
TIM
1720
Total Investment Management
Arizona
– -$1.89K -7 Closed