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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
4301
USA Financial Formulas
Michigan
-$88.1K -256 Closed
WPA
4302
Wealth Preservation Advisors
Tennessee
-$79.8K -232 Closed
CWM
4303
Cedar Wealth Management
California
-$77.8K -226 Closed
HHMI
4304
Howard Hughes Medical Institute
Maryland
-$73.6K -214 Closed
JWM
4305
Jessup Wealth Management
Ohio
-$65.7K -191 Closed
IIM
4306
IFC & Insurance Marketing
California
-$63K -182 Closed
A
4307
AlphaQuest
New York
-$53K -154 Closed
MFG
4308
Mendota Financial Group
Wisconsin
-$43.7K -127 Closed
TPBG
4309
Turning Point Benefit Group
Maryland
-$42K -122 Closed
DEM
4310
Disciplined Equity Management
Florida
-$34.4K -100 Closed
FC
4311
Family CFO
California
-$34.4K -100 Closed
NL
4312
Navalign LLC
California
-$30.9K -90 Closed
CA
4313
Cresta Advisors
Texas
-$24.1K -70 Closed
AWA
4314
American Wealth Advisors
Georgia
-$19.3K -56 Closed
WW
4315
Winnow Wealth
Texas
-$13.1K -38 Closed
WFA
4316
Wells Financial Advisors
Massachusetts
-$11.7K -34 Closed
VWWMG
4317
Vermillion & White Wealth Management Group
Pennsylvania
-$11.1K -32 Closed
EWA
4318
EQ Wealth Advisors
Texas
-$7.23K -21 Closed
FW
4319
Fairway Wealth
Ohio
-$6.54K -19 Closed
BGWM
4320
Bridge Generations Wealth Management
Florida
-$2.06K -6 Closed