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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1301
Bayforest Capital
United Kingdom
– -$75.3K -102 Closed
IAAG
1302
Innovative Asset Advisors Group
Connecticut
– -$72.4K -98 Closed
WPA
1303
Wealth Preservation Advisors
Tennessee
– -$69.4K -94 Closed
TPWA
1304
Twin Peaks Wealth Advisors
California
– -$65.7K -89 Closed
EB
1305
Eastern Bank
Massachusetts
– -$52.4K -71 Closed
DI
1306
DAGCO Inc
Ohio
– -$50.3K -68 Closed
AA
1307
Addison Advisors
Vermont
– -$38.4K -52 Closed
WG
1308
Wellington Group
Indiana
– -$34.7K -47 Closed
MTC
1309
Matrix Trust Company
Colorado
– -$32K -43 Closed
SR
1310
Swiss Re
Switzerland
– -$30.3K -41 Closed
BOJHT
1311
Bank of Jackson Hole Trust
Wyoming
– -$23.6K -32 Closed
SIS
1312
Sound Income Strategies
Florida
– -$23.7K -31 Closed
DWP
1313
Destiny Wealth Partners
Florida
– -$22.1K -30 Closed
WSFG
1314
Wall Street Financial Group
Illinois
– -$14K -19 Closed
S
1315
Sachetta
Massachusetts
– -$11.1K -15 Closed
TGY2IT
1316
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$11.1K -15 Closed
CMP
1317
Coston McIsaac & Partners
Maine
– -$8K -12 Closed
KFG
1318
Kingdom Financial Group
Arizona
– -$2.21K -3 Closed
LAS
1319
Lloyd Advisory Services
Georgia
– -$2.21K -3 Closed
VWM
1320
Vermillion Wealth Management
Minnesota
– -$2.21K -3 Closed
WOSD
1321
WFA of San Diego
California
– -$2.21K -3 Closed
AGWCA
1322
Annis Gardner Whiting Capital Advisors
Florida
– -$1.48K -2 Closed
IRC
1323
Investors Research Corp
Georgia
– -$1.48K -2 Closed
RIAS
1324
Rachor Investment Advisory Services
Michigan
– -$1.48K -2 Closed
CW
1325
Curio Wealth
Maryland
– -$738 -1 Closed