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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1051
Curi RMB Capital
Illinois
-$218K -12,650 Closed
HTC
1052
Haverford Trust Company
Pennsylvania
-$217K -12,611 Closed
KFGK
1053
Keystone Financial Group (Kentucky)
Kentucky
-$215K -12,469 Closed
IFG
1054
Independent Financial Group
California
-$211K -12,259 Closed
DDPIC
1055
Deroy & Devereaux Private Investment Counsel
Michigan
-$209K -12,098 Closed
KWM
1056
Kingsview Wealth Management
Oregon
-$201K -11,649 Closed
WWM
1057
Western Wealth Management
Colorado
-$197K -11,452 Closed
TCA
1058
Transcend Capital Advisors
New Jersey
-$197K -11,445 Closed
BHC
1059
Bull Harbor Capital
Maryland
-$194K -11,228 Closed
BFIM
1060
Beese Fulmer Investment Management
Ohio
-$190K -11,007 Closed
KJWM
1061
Kiley Juergens Wealth Management
Washington
-$189K -10,983 Closed
KF
1062
Krilogy Financial
Missouri
-$190K -10,904 Closed
XF
1063
XML Financial
Maryland
-$182K -10,550 Closed
WC
1064
Waterloo Capital
Texas
-$180K -10,426 Closed
SWP
1065
Summit Wealth Partners
Florida
-$179K -10,358 Closed
OA
1066
Oasis Advisors
Iowa
-$176K -10,224 Closed
AC
1067
AlphaCore Capital
California
-$152K -8,843 Closed
CIAM
1068
Caitong International Asset Management
Hong Kong
-$129K -7,488 Closed
SIS
1069
Sound Income Strategies
Florida
-$94.5K -5,438 Closed
AAI
1070
American Assets Inc
California
-$821K -4,500 Closed
GAA
1071
Global Assets Advisory
Florida
-$58.4K -3,389 Closed
WSFG
1072
Wall Street Financial Group
Illinois
-$52.1K -3,022 Closed
RFP
1073
Root Financial Partners
California
-$49.5K -2,869 Closed
CAM
1074
Clarity Asset Management
Iowa
-$29.2K -1,695 Closed
DWP
1075
Destiny Wealth Partners
Florida
-$21.3K -1,233 Closed