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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
4251
BKM Wealth Management
Wisconsin
-$193K -586 Closed
CFG
4252
Clayton Financial Group
Missouri
-$169K -514 Closed
PPP
4253
Prism Planning Partners
Illinois
-$137K -415 Closed
WOSD
4254
WFA of San Diego
California
-$129K -394 Closed
TGY2IT
4255
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$116K -352 Closed
LFA
4256
Longview Financial Advisors
Alabama
-$95.4K -289 Closed
SFFS
4257
Stonehage Fleming Financial Services
Jersey
-$94.1K -286 Closed
GWSA
4258
Global Wealth Strategies & Associates
Colorado
-$84.2K -256 Closed
CIR
4259
Clear Investment Research
Georgia
-$78.6K -239 Closed
FFL
4260
Financial Freedom LLC
Ohio
-$78.5K -239 Closed
CW
4261
Curio Wealth
Maryland
-$72.4K -220 Closed
MWM
4262
Magnolia Wealth Management
Alabama
-$62.8K -191 Closed
LWMI
4263
Legacy Wealth Management (Idaho)
Idaho
-$58.9K -179 Closed
TLFA
4264
True Link Financial Advisors
California
-$54.9K -167 Closed
GAG
4265
Goodman Advisory Group
Massachusetts
-$50K -152 Closed
UOIF
4266
University of Illinois Foundation
Illinois
-$45.5K -137 Closed
EC
4267
Elequin Capital
New York
-$41.8K -127 Closed
MWA
4268
Merkkuri Wealth Advisors
New York
-$28.4K -86 Closed
CA
4269
Cache Advisors
California
-$26.6K -81 Closed
PL
4270
Protective Life
Alabama
-$23.4K -71 Closed
PWA
4271
Portus Wealth Advisors
North Carolina
-$22.7K -69 Closed
CAM
4272
Clarity Asset Management
Iowa
-$22.3K -68 Closed
LFA
4273
LGT Financial Advisors
Texas
-$5.92K -18 Closed
AS
4274
Altshuler Shaham
Israel
-$3.95K -12 Closed
TWM
4275
TopTier Wealth Management
Wisconsin
-$2.96K -9 Closed