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Name Holding Trade Value Shares
Change
Change in
Stake
AT
601
American Trust
Kentucky
– -$465K -2,217 Closed
LJAC
602
L.J. Altfest & Co
New York
– -$591 -2,058 Closed
GCA
603
Greenwood Capital Associates
South Carolina
– -$430K -2,052 Closed
WKSWA
604
White Knight Strategic Wealth Advisors
New Jersey
– -$340K -1,620 Closed
SIA
605
Schechter Investment Advisors
Michigan
– -$334K -1,593 Closed
FFM
606
Forum Financial Management
Illinois
– -$333K -1,588 Closed
WA
607
Wealth Alliance
New York
– -$311K -1,482 Closed
DWM
608
Diversify Wealth Management
Utah
– -$319K -1,464 Closed
CB
609
Commerce Bank
Missouri
– -$306K -1,458 Closed
HCA
610
Harbor Capital Advisors
Illinois
– -$303K -1,446 Closed
SW
611
SteelPeak Wealth
California
– -$299K -1,428 Closed
IWA
612
Icon Wealth Advisors
Texas
– -$294K -1,400 Closed
BRWA
613
B. Riley Wealth Advisors
Florida
– -$267K -1,273 Closed
CCM
614
Causeway Capital Management
California
– -$262K -1,250 Closed
FT
615
Fiduciary Trust
Massachusetts
– -$259K -1,233 Closed
PIA
616
Prakash Investment Advisors
Massachusetts
– -$252K -1,200 Closed
NG
617
Norden Group
Utah
– -$243K -1,160 Closed
IFWM
618
Institute for Wealth Management
Colorado
– -$240K -1,144 Closed
ACM
619
Alta Capital Management
Utah
– -$240K -1,143 Closed
WAG
620
Wallace Advisory Group
California
– -$319K -1,109 Closed
WAP
621
Wealthcare Advisory Partners
Pennsylvania
– -$230K -1,098 Closed
FNBOH
622
First National Bank of Hutchinson
Kansas
– -$225K -1,073 Closed
MWM
623
Mission Wealth Management
California
– -$223K -1,065 Closed
PWMAG
624
Pinnacle Wealth Management Advisory Group
New Jersey
– -$222K -1,059 Closed
KPWS
625
Kestra Private Wealth Services
Texas
– -$215K -1,024 Closed