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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1351
Drive Wealth Management
Utah
-$201K -4,317 Closed
FAG
1352
Fortitude Advisory Group
Washington
-$200K -4,312 Closed
WSC
1353
Wellington Shields & Co
New York
-$177K -3,800 Closed
FFA
1354
First Foundation Advisors
California
-$144K -3,105 Closed
CB
1355
Chris Bulman
California
-$127K -2,736 Closed
SWS
1356
SYSTM Wealth Solutions
Illinois
-$114K -2,457 Closed
GI
1357
Gradient Investments
Minnesota
-$53.8K -1,157 Closed
TFF
1358
The Family Firm
Maryland
-$45.9K -989 Closed
KFS
1359
Kelly Financial Services
Massachusetts
-$39.7K -854 Closed
TWP
1360
Triad Wealth Partners
Kansas
-$37.2K -800 Closed
LIA
1361
Lynx Investment Advisory
District of Columbia
-$35.5K -765 Closed
EC
1362
EdgeRock Capital
Colorado
-$32.6K -701 Closed
AWM
1363
Ameliora Wealth Management
Switzerland
-$32.5K -700 Closed
WSCM
1364
Wellington Shields Capital Management
New York
-$27.9K -600 Closed
TSWM
1365
Tyler-Stone Wealth Management
Ohio
-$22.1K -475 Closed
AWM
1366
Atticus Wealth Management
Florida
-$18.5K -399 Closed
DWS
1367
Dynamic Wealth Strategies
California
-$15K -332 Closed
WIA
1368
Wetzel Investment Advisors
Indiana
-$14.5K -320 Closed
RWMG
1369
Redwood Wealth Management Group
New Jersey
-$14.4K -309 Closed
EWP
1370
Elevation Wealth Partners
California
-$14.2K -305 Closed
CJL
1371
Cyrus J. Lawrence
New York
-$14K -303 Closed
RFG
1372
RFP Financial Group
Georgia
-$12.5K -270 Closed
TAM
1373
Tucker Asset Management
Colorado
-$11.8K -253 Closed
IWA
1374
IBEX Wealth Advisors
New Jersey
-$9.29K -200 Closed
ETS
1375
ESL Trust Services
New York
-$7.34K -158 Closed