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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1801
Catalyst Capital Advisors
New York
– -$126K -475 Closed
WPA
1802
Wealth Preservation Advisors
Tennessee
– -$93.1K -350 Closed
TPWA
1803
Twin Peaks Wealth Advisors
California
– -$75.5K -284 Closed
S
1804
Sachetta
Massachusetts
– -$62.1K -234 Closed
SA
1805
Scarborough Advisors
Maryland
– -$56.1K -211 Closed
WSFG
1806
Wall Street Financial Group
Illinois
– -$40.4K -152 Closed
OWA
1807
Opal Wealth Advisors
New York
– -$38.8K -146 Closed
WG
1808
Wellington Group
Indiana
– -$35.1K -132 Closed
DWP
1809
Destiny Wealth Partners
Florida
– -$30.6K -115 Closed
TGY2IT
1810
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$23.9K -90 Closed
LI
1811
Louisbourg Investments
New Brunswick, Canada
– -$22.9K -86 Closed
SIS
1812
Sound Income Strategies
Florida
– -$20.2K -75 Closed
SFS
1813
Sunrise Financial Services
Washington
– -$19.4K -73 Closed
DI
1814
DAGCO Inc
Ohio
– -$17.8K -67 Closed
CPL
1815
Capital & Planning LLC
Georgia
– -$13K -49 Closed
CIR
1816
Clear Investment Research
Georgia
– -$11.9K -45 Closed
LWMI
1817
Legacy Wealth Management (Idaho)
Idaho
– -$8.25K -31 Closed
FFL
1818
Financial Freedom LLC
Ohio
– -$6.93K -26 Closed
IWS
1819
Intentional Wealth Strategies
Colorado
– -$6.65K -25 Closed
CW
1820
Curio Wealth
Maryland
– -$5.53K -21 Closed
CFG
1821
Clayton Financial Group
Missouri
– -$4.26K -16 Closed
MTIC
1822
Missouri Trust & Investment Company
Missouri
– -$3.72K -14 Closed
IAAG
1823
Innovative Asset Advisors Group
Connecticut
– -$3.47K -13 Closed
First Eagle Investment Management
1824
First Eagle Investment Management
New York
– -$2.13K -8 Closed
IPS
1825
Investors Portfolio Services
Washington
– -$1.99K -8 Closed