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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
401
Intentional Wealth Strategies
Colorado
– -$4.9K -112 Closed
BIA
402
Bell Investment Advisors
California
– -$3.67K -84 Closed
AssetMark Inc
403
AssetMark Inc
California
– -$3.32K -76 Closed
JFA
404
JNBA Financial Advisors
Minnesota
– -$2.45K -56 Closed
AW
405
Avion Wealth
Texas
– -$821 -19 -61%
TPWA
406
Twin Peaks Wealth Advisors
California
– -$700 -16 Closed
FFO
407
Fortitude Family Office
Arizona
– -$656 -15 Closed
RWM
408
RMG Wealth Management
Wisconsin
– -$622 -15 Closed
S
409
Sachetta
Massachusetts
– -$613 -14 Closed
BFS
410
Bare Financial Services
Pennsylvania
– -$525 -12 Closed
RIL
411
Rothschild Investment LLC
Illinois
– -$525 -12 Closed
CPG
412
Cornerstone Planning Group
New Jersey
– -$451 -11 Closed
BIM
413
Breakwater Investment Management
Washington
– -$394 -9 Closed
IPS
414
Investors Portfolio Services
Washington
– -$284 -7 Closed
SWM
415
SHP Wealth Management
Massachusetts
– -$131 -3 Closed
TPCW
416
TD Private Client Wealth
New York
– -$131 -3 Closed
DF
417
DecisionPoint Financial
Arizona
– -$88 -2 Closed
MCM
418
Manchester Capital Management
Vermont
– -$88 -2 Closed
SOW
419
State of Wyoming
Wyoming
– -$44 -1 Closed