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Name Holding Trade Value Shares
Change
Change in
Stake
Arkadios Wealth Advisors
751
Arkadios Wealth Advisors
Georgia
– -$262K -1,915 Closed
AG
752
Ascent Group
Virginia
– -$259K -1,895 Closed
Coldstream Capital Management
753
Coldstream Capital Management
Washington
– -$258K -1,887 Closed
LWAM
754
Legacy Wealth Asset Management
Minnesota
– -$256K -1,868 Closed
EC
755
EntryPoint Capital
New York
– -$246K -1,800 Closed
Kingswood Wealth Advisors
756
Kingswood Wealth Advisors
California
– -$243K -1,775 Closed
Sagespring Wealth Partners
757
Sagespring Wealth Partners
Tennessee
– -$241K -1,760 Closed
PWG
758
Portside Wealth Group
Utah
– -$240K -1,754 Closed
Advisory Services Network
759
Advisory Services Network
Georgia
– -$238K -1,737 Closed
Oversea-Chinese Banking Corp (OCBC)
760
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$236K -1,728 Closed
BFG
761
Birch Financial Group
New Hampshire
– -$233K -1,703 Closed
GPW
762
Genesis Private Wealth
Virginia
– -$231K -1,691 Closed
TAM
763
Trust Asset Management
Texas
– -$222K -1,620 Closed
AWAU
764
Alliance Wealth Advisors (Utah)
Utah
– -$216K -1,575 Closed
PCS
765
Personal CFO Solutions
New Jersey
– -$206K -1,504 Closed
CWA Asset Management Group
766
CWA Asset Management Group
Florida
– -$201K -1,469 Closed
CI Investments Inc
767
CI Investments Inc
Ontario, Canada
– -$98K -717 Closed
Walleye Trading
768
Walleye Trading
New York
– -$84.8K -655 Closed
Mather Group
769
Mather Group
Illinois
– -$60.6K -443 Closed
Wealthspire Advisors (New York)
770
Wealthspire Advisors (New York)
New York
– -$55.7K -407 Closed
Salem Investment Counselors
771
Salem Investment Counselors
North Carolina
– -$30.1K -220 Closed
SC
772
Steph & Co
Wisconsin
– -$23.3K -170 Closed
RA
773
Rise Advisors
New York
– -$14.1K -103 Closed
Ameritas Advisory Services
774
Ameritas Advisory Services
Nebraska
– -$11.1K -81 Closed
AG
775
AmeriFlex Group
Nevada
– -$9.3K -68 Closed