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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Crowley Wealth Management
Delaware
– -$219K -4,864 Closed
IA
1302
Integrity Alliance
Iowa
– -$215K -4,767 Closed
PA
1303
PFG Advisors
Arizona
– -$208K -4,631 Closed
EFG
1304
Ethos Financial Group
Pennsylvania
– -$207K -4,601 Closed
MPM
1305
Meritage Portfolio Management
Kansas
– -$206K -4,583 Closed
GM
1306
GeoWealth Management
Illinois
– -$206K -4,582 Closed
SFG
1307
SNS Financial Group
Minnesota
– -$206K -4,569 Closed
ANTB
1308
AMG National Trust Bank
Colorado
– -$205K -4,546 Closed
CB
1309
Cadence Bank
Mississippi
– -$205K -4,545 Closed
EBWM
1310
Eagle Bluffs Wealth Management
Missouri
– -$204K -4,543 Closed
SVWAG
1311
Sound View Wealth Advisors Group
Georgia
– -$204K -4,540 Closed
HT
1312
Heritage Trust
Oklahoma
– -$204K -4,530 Closed
GWANC
1313
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$204K -4,527 Closed
CA
1314
Cullinan Associates
Kentucky
– -$203K -4,500 Closed
WG
1315
Welch Group
Alabama
– -$203K -4,500 Closed
PCA
1316
Pallas Capital Advisors
Massachusetts
– -$202K -4,492 Closed
GFWA
1317
Grey Fox Wealth Advisors
Delaware
– -$146K -3,252 Closed
PFA
1318
Pathway Financial Advisers
Indiana
– -$78.2K -1,738 Closed
TIM
1319
Tortoise Investment Management
New York
– -$56.6K -1,257 Closed
RA
1320
Rise Advisors
New York
– -$25K -556 Closed
LCM
1321
Logan Capital Management
Pennsylvania
– -$22.3K -496 Closed
AWM
1322
Activest Wealth Management
Florida
– -$16.2K -359 Closed
JWM
1323
JPL Wealth Management
Colorado
– -$16K -355 Closed
TCM
1324
TruNorth Capital Management
Michigan
– -$15.9K -353 Closed
GTAM
1325
Global Trust Asset Management
Florida
– -$12.6K -280 Closed