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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
701
KeyBank National Association
Ohio
– -$244K -5,434 Closed
DWM
702
Dakota Wealth Management
Florida
– -$242K -5,403 Closed
Capstone Investment Advisors
703
Capstone Investment Advisors
New York
– -$238K -5,307 Closed
FHA
704
Flagship Harbor Advisors
Massachusetts
– -$232K -5,171 Closed
AWM
705
Axxcess Wealth Management
California
– -$230K -5,117 Closed
LW
706
Lauer Wealth
Indiana
– -$258K -5,107 Closed
IAN
707
Integrated Advisors Network
Texas
– -$229K -5,098 Closed
FFA
708
First Foundation Advisors
California
– -$225K -5,025 Closed
RPC
709
Rossmore Private Capital
Connecticut
– -$225K -5,010 Closed
CSI
710
Cross Staff Investments
New York
– -$224K -5,000 Closed
LSIA
711
LaSalle St. Investment Advisors
Illinois
– -$223K -4,989 Closed
FCM
712
Fortis Capital Management
Washington
– -$224K -4,983 Closed
AWM
713
Apollon Wealth Management
South Carolina
– -$222K -4,948 Closed
IPW
714
Impact Partnership Wealth
Georgia
– -$222K -4,942 Closed
DAS
715
Diversify Advisory Services
Utah
– -$251K -4,940 Closed
SAM
716
Silvercrest Asset Management
New York
– -$219K -4,871 Closed
MIM
717
Moseley Investment Management
Florida
– -$214K -4,773 Closed
VCP
718
Verus Capital Partners
Arizona
– -$213K -4,742 Closed
LSPW
719
Lake Street Private Wealth
Illinois
– -$211K -4,700 Closed
DWM
720
Drive Wealth Management
Utah
– -$209K -4,664 Closed
HCM
721
Hilton Capital Management
New York
– -$207K -4,620 Closed
FFG
722
Fortem Financial Group
California
– -$203K -4,518 Closed
OCA
723
OpenArc Corporate Advisory
Georgia
– -$202K -4,513 Closed
CTC
724
Central Trust Company
Missouri
– -$197K -4,395 Closed
YCM
725
Yousif Capital Management
Michigan
– -$217K -4,293 Closed