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Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1401
Gerber Kawasaki Wealth & Investment Management
California
– -$222K -1,295 Closed
RA
1402
RFG Advisory
Alabama
– -$215K -1,257 Closed
RBWA
1403
RFG - Bristol Wealth Advisors
Massachusetts
– -$211K -1,235 Closed
HL
1404
HeadInvest LLC
Maine
– -$210K -1,225 Closed
MS
1405
Madden Securities
Texas
– -$206K -1,205 Closed
Luther King Capital Management (LKCM)
1406
Luther King Capital Management (LKCM)
Texas
– -$205K -1,200 Closed
VIP
1407
Vista Investment Partners
Oklahoma
– -$205K -1,200 Closed
CS
1408
Cannell & Spears
New York
– -$204K -1,194 Closed
DE
1409
Diversified Enterprises
Delaware
– -$203K -1,187 Closed
SAF
1410
Smith Anglin Financial
Texas
– -$202K -1,182 Closed
APP
1411
Avantax Planning Partners
Iowa
– -$202K -1,181 Closed
FFA
1412
Founders Financial Alliance
North Carolina
– -$201K -1,174 Closed
WF
1413
Wayfinding Financial
Washington
– -$186K -1,089 Closed
EI
1414
eCIO Inc
Wisconsin
– -$97.1K -568 Closed
QC
1415
Quent Capital
New York
– -$75.6K -442 Closed
SOW
1416
State of Wyoming
Wyoming
– -$68.8K -402 Closed
RWM
1417
Ruedi Wealth Management
Illinois
– -$68.4K -400 Closed
HCP
1418
Hexagon Capital Partners
Arkansas
– -$63.2K -369 Closed
GWM
1419
Graybill Wealth Management
Illinois
– -$55.6K -325 Closed
GA
1420
GoalVest Advisory
New York
– -$51.3K -300 Closed
GJIA
1421
Glass Jacobson Investment Advisors
Maryland
– -$45K -266 Closed
WT
1422
Whittier Trust
California
– -$43.8K -256 Closed
AF
1423
Abound Financial
California
– -$42.8K -250 Closed
FVIM
1424
Fort Vancouver Investment Management
Washington
– -$34.2K -200 Closed
CWM
1425
Compass Wealth Management
Connecticut
– -$33.5K -196 Closed