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Name Holding Trade Value Shares
Change
Change in
Stake
FLFS
601
Family Legacy Financial Solutions
North Carolina
– -$11.8K -177 Closed
GWM
602
Geneos Wealth Management
Colorado
– -$9.96K -150 Closed
PS
603
Principal Securities
Iowa
– -$9.16K -138 Closed
MG
604
Mather Group
Illinois
– -$8.63K -130 Closed
NECFA
605
New England Capital Financial Advisors
Connecticut
– -$6.64K -100 Closed
HFM
606
Harvest Fund Management
China
– -$5K -72 Closed
MSG
607
Main Street Group
Virginia
– -$3.32K -50 Closed
CT
608
Clearstead Trust
Maine
– -$2.72K -41 Closed
GLF
609
Groupe la Francaise
France
– -$2.53K -40 Closed
NC
610
North Capital
Utah
– -$2.32K -35 Closed
HWA
611
Heartwood Wealth Advisors
Virginia
– -$2.12K -32 Closed
RS
612
Rakuten Securities
Japan
– -$2.06K -31 Closed
SIC
613
Salem Investment Counselors
North Carolina
– -$1.33K -20 Closed
FP
614
Financial Perspectives
Minnesota
– -$797 -12 Closed
OP
615
ORG Partners
Indiana
– -$796 -12 Closed
NFSG
616
Newbridge Financial Services Group
Florida
– -$664 -10 Closed
KG
617
Kilter Group
New York
– -$399 -6 Closed
PWMG
618
Prestige Wealth Management Group
New Jersey
– -$266 -4 Closed
CAC
619
Core Alternative Capital
Georgia
– -$133 -2 Closed
TIM
620
Tortoise Investment Management
New York
– -$133 -2 Closed
WW
621
Winnow Wealth
Texas
– -$134 -2 Closed
ACA
622
American Capital Advisory
Idaho
– -$67 -1 Closed
TFGT
623
TS Financial Group (TSFG)
Illinois
– +$488 +8 New