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Name Holding Trade Value Shares
Change
Change in
Stake
RWG
1451
Regal Wealth Group
California
– -$64K -5,228 Closed
BC
1452
Barnett & Company
Tennessee
– -$53K -4,325 Closed
TCWM
1453
Total Clarity Wealth Management
Illinois
– -$50K -4,100 Closed
DWP
1454
Destiny Wealth Partners
Florida
– -$42K -3,389 Closed
Loomis, Sayles & Company
1455
Loomis, Sayles & Company
Massachusetts
– -$41K -3,359 Closed
ADIM
1456
Alpha DNA Investment Management
Maryland
– -$36K -3,000 Closed
AI
1457
ArchPoint Investors
Florida
– -$37K -3,000 Closed
SLF
1458
Sun Life Financial
Ontario, Canada
– -$28K -2,295 Closed
GAM
1459
Grandview Asset Management
Pennsylvania
– -$26K -2,150 Closed
RWM
1460
RBA Wealth Management
California
– -$20.7K -1,690 Closed
BAMG
1461
Brand Asset Management Group
Missouri
– -$17K -1,365 Closed
AL
1462
ADE LLC
Maryland
– -$16K -1,344 Closed
LAIC
1463
Lederer & Associates Investment Counsel
California
– -$12.5K -1,023 Closed
SIAP
1464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$12K -1,000 Closed
AS
1465
Altshuler Shaham
Israel
– -$7K -549 Closed
MWM
1466
Mascoma Wealth Management
New Hampshire
– -$6K -500 Closed
WCM
1467
Wealthcare Capital Management
Virginia
– -$6K -478 Closed
FP
1468
Fiduciary Planning
Florida
– -$5K -426 Closed
WCMN
1469
Westchester Capital Management (Nebraska)
Nebraska
– -$2K -202 Closed
SFO
1470
Standard Family Office
South Dakota
– -$2K -197 Closed
FFC
1471
Fure Financial Corporation
Minnesota
– -$1K -100 Closed
Fidelity International
1472
Fidelity International
Bermuda
– -$1K -80 Closed
DWA
1473
Delos Wealth Advisors
Texas
– +$332 +25 New
FCAS
1474
First Command Advisory Services
Texas
– +$2.33K +175 New
PVI
1475
Partners Value Investments
Bermuda
– +$9.75M +733,250 New