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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
451
Focus Partners Wealth
Massachusetts
– -$292K -3,371 Closed
CT
452
Coastline Trust
Rhode Island
– -$17.6K -2,350 Closed
VWA
453
VSM Wealth Advisory
Maryland
– -$4.56K -1,519 Closed
RA
454
Rise Advisors
New York
– -$9.28K -1,240 Closed
SIC
455
Salem Investment Counselors
North Carolina
– -$7.48K -1,000 Closed
WANY
456
Wealthspire Advisors (New York)
New York
– -$3.9K -522 Closed
BF
457
BOK Financial
Oklahoma
– -$1.66K -222 Closed
MFT
458
Moisand Fitzgerald Tamayo
Florida
– -$1.11K -148 Closed
CG
459
Curat Global
New Hampshire
– -$748 -100 Closed
SC
460
SouthState Corp
Florida
– -$636 -85 Closed
PS
461
Principal Securities
Iowa
– -$621 -83 Closed
PWMG
462
Private Wealth Management Group
New Jersey
– -$494 -66 Closed
CFO
463
CVA Family Office
Colorado
– -$456 -61 Closed
MG
464
Mather Group
Illinois
– -$426 -57 Closed
VWM
465
Vermillion Wealth Management
Minnesota
– -$367 -49 Closed
KG
466
Kilter Group
New York
– -$270 -36 Closed
QL
467
Quarry LP
New York
– -$269 -36 Closed
BHWM
468
Beaird Harris Wealth Management
Texas
– -$61 -8 Closed
GWSG
469
GPS Wealth Strategies Group
Colorado
– -$37 -5 Closed
PAM
470
Palisade Asset Management
Minnesota
– -$15 -2 Closed