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Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
901
Barnes Dennig Private Wealth Management
Ohio
-$17.7K -188 Closed
DWP
902
Destiny Wealth Partners
Florida
-$17.4K -185 Closed
GSWM
903
Golden State Wealth Management
California
-$16.6K -176 Closed
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
-$14.1K -150 Closed
TPWA
905
Twin Peaks Wealth Advisors
California
-$11.8K -125 Closed
VEA
906
Virtus ETF Advisers
New York
-$8.47K -90 Closed
IAAG
907
Innovative Asset Advisors Group
Connecticut
-$8.28K -88 Closed
LWMI
908
Legacy Wealth Management (Idaho)
Idaho
-$6.59K -70 Closed
GSEP
909
Golden State Equity Partners
California
-$6.21K -66 Closed
WA
910
Whipplewood Advisors
Colorado
-$5.55K -59 Closed
DSC
911
Daytona Street Capital
Missouri
-$4.28K -45 Closed
AWM
912
Abound Wealth Management
Tennessee
-$3.39K -36 Closed
CT
913
Coastline Trust
Rhode Island
-$3.29K -35 Closed
CCM
914
Chilton Capital Management
Texas
-$3.11K -33 Closed
FMB
915
Field & Main Bank
Kentucky
-$2.82K -30 Closed
CFG
916
Clayton Financial Group
Missouri
-$1.98K -21 Closed
VWM
917
Vermillion Wealth Management
Minnesota
-$1.22K -13 Closed
SIS
918
Sound Income Strategies
Florida
-$1.04K -11 Closed
OA
919
Operose Advisors
Wisconsin
-$941 -10 Closed
NSIM
920
North Star Investment Management
Illinois
-$659 -7 Closed
AP
921
Atwood & Palmer
Missouri
-$471 -5 Closed
CW
922
Curio Wealth
Maryland
-$188 -2 Closed
SA
923
Scarborough Advisors
Maryland
-$188 -2 Closed
CFD
924
Creative Financial Designs
Indiana
-$94 -1 Closed
NWM
925
Navigoe Wealth Management
California
+$793 +8 New