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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
426
Center for Financial Planning
Michigan
– -$15.5K -300 Closed
EWP
427
Elevation Wealth Partners
California
– -$13.1K -254 Closed
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
– -$12.9K -250 Closed
TC
429
Tacita Capital
Ontario, Canada
– -$9.99K -193 Closed
TPWA
430
Twin Peaks Wealth Advisors
California
– -$9.63K -186 Closed
PWPS
431
Pinnacle Wealth Planning Services
Ohio
– -$8.59K -166 Closed
RFP
432
Root Financial Partners
California
– -$7.87K -152 Closed
AWM
433
Abound Wealth Management
Tennessee
– -$7.76K -150 Closed
TGY2IT
434
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$6.99K -135 Closed
ZBNA
435
Zions Bancorporation, National Association
Utah
– -$6.11K -118 Closed
SG
436
Sankala Group
Colorado
– -$4.52K -87 Closed
LWMI
437
Legacy Wealth Management (Idaho)
Idaho
– -$4.45K -86 Closed
HNW
438
High Note Wealth
Minnesota
– -$4.09K -79 Closed
GWSA
439
Global Wealth Strategies & Associates
Colorado
– -$3.05K -59 Closed
WETS
440
Wealth Enhancement Trust Services
South Dakota
– -$2.23K -43 Closed
PWA
441
Principia Wealth Advisory
Texas
– -$828 -16 Closed
PMAM
442
Picton Mahoney Asset Management
Ontario, Canada
– -$725 -14 Closed
PTC
443
Private Trust Company
Ohio
– -$673 -13 Closed
MPW
444
MASECO Private Wealth
– -$418 -8 Closed
TWD
445
True Wealth Design
Ohio
– -$414 -8 Closed
HIA
446
HFM Investment Advisors
New Jersey
– -$362 -7 Closed
ACA
447
American Capital Advisory
Idaho
– -$104 -2 Closed
BHWM
448
Bay Harbor Wealth Management
Maryland
– -$51 -1 Closed
DF
449
Dunhill Financial
United Kingdom
– -$63 -1 Closed