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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1101
Impact Capital Partners
Colorado
– -$220K -825 Closed
LPAM
1102
Lodestar Private Asset Management
California
– -$220K -823 Closed
DWP
1103
Destiny Wealth Partners
Florida
– -$175K -657 Closed
TLFA
1104
True Link Financial Advisors
California
– -$107K -400 Closed
RFP
1105
Root Financial Partners
California
– -$91.5K -343 Closed
M
1106
MOTCO
Texas
– -$29.3K -110 Closed
RTC
1107
Riverview Trust Company
Washington
– -$27.7K -104 Closed
TPWA
1108
Twin Peaks Wealth Advisors
California
– -$27.2K -102 Closed
EIP
1109
Essential Investment Partners
Colorado
– -$26.7K -100 Closed
IAAG
1110
Innovative Asset Advisors Group
Connecticut
– -$23.5K -88 Closed
VEA
1111
Virtus ETF Advisers
New York
– -$22.1K -83 Closed
GSEP
1112
Golden State Equity Partners
California
– -$19.5K -73 Closed
AGWCA
1113
Annis Gardner Whiting Capital Advisors
Florida
– -$19.2K -72 Closed
AA
1114
Addison Advisors
Vermont
– -$18.7K -70 Closed
WOSD
1115
WFA of San Diego
California
– -$17.3K -65 Closed
IWS
1116
Intentional Wealth Strategies
Colorado
– -$15.2K -57 Closed
CPL
1117
Capital & Planning LLC
Georgia
– -$10.4K -39 Closed
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
– -$9.34K -35 Closed
KAS
1119
Kemnay Advisory Services
New York
– -$8.8K -33 Closed
TGY2IT
1120
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$7.74K -29 Closed
SIS
1121
Sound Income Strategies
Florida
– -$6.83K -25 Closed
CW
1122
Curio Wealth
Maryland
– -$6.4K -24 Closed
FFL
1123
Financial Freedom LLC
Ohio
– -$6.4K -24 Closed
FIM
1124
FWL Investment Management
Texas
– -$4.27K -16 Closed
PMFA
1125
Plante Moran Financial Advisors
Michigan
– -$4K -15 Closed