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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1201
Loomis, Sayles & Company
Massachusetts
– -$41.6K -2,561 Closed
SC
1202
Steph & Co
Wisconsin
– -$26.6K -1,640 Closed
RA
1203
Rise Advisors
New York
– -$20.8K -1,283 Closed
PPA
1204
Painted Porch Advisors
California
– -$16.1K -995 Closed
WANY
1205
Wealthspire Advisors (New York)
New York
– -$12.6K -776 Closed
VWWMG
1206
Vermillion & White Wealth Management Group
Pennsylvania
– -$10.6K -650 Closed
MSG
1207
Main Street Group
Virginia
– -$9.76K -601 Closed
NC
1208
North Capital
Utah
– -$9.38K -578 Closed
NFSG
1209
Newbridge Financial Services Group
Florida
– -$8.19K -504 Closed
CCM
1210
Cloud Capital Management
Washington
– -$7K -481 Closed
KFP
1211
Keener Financial Planning
Texas
– -$5K -369 Closed
JWM
1212
JPL Wealth Management
Colorado
– -$5.84K -360 Closed
GWSG
1213
GPS Wealth Strategies Group
Colorado
– -$5.35K -330 Closed
SAM
1214
Strive Asset Management
Ohio
– -$5.08K -313 Closed
W
1215
WealthCollab
Washington
– -$4.82K -297 Closed
WIM
1216
Westside Investment Management
California
– -$4.66K -294 Closed
TC
1217
Truvestments Capital
Florida
– -$4.43K -273 Closed
BLC
1218
Brown, Lisle/Cummings
Rhode Island
– -$4.32K -266 Closed
PAM
1219
Palisade Asset Management
Minnesota
– -$4.03K -248 Closed
FLFS
1220
Family Legacy Financial Solutions
North Carolina
– -$3.9K -240 Closed
AAS
1221
Ameritas Advisory Services
Nebraska
– -$3.62K -223 Closed
HHGA
1222
Halbert Hargrove Global Advisors
California
– -$2.01K -124 Closed
HWP
1223
Highline Wealth Partners
California
– -$1.9K -117 Closed
WA
1224
WPG Advisers
Maryland
– -$1.77K -109 Closed
AA
1225
Addison Advisors
Vermont
– -$1.66K -102 Closed