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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
2201
Portside Wealth Group
Utah
– -$532K -1,119 Closed
RA
2202
RFG Advisory
Alabama
– -$519K -1,093 Closed
AWA
2203
Arete Wealth Advisors
Illinois
– -$508K -1,090 Closed
TB
2204
Terril Brothers
Missouri
– -$501K -1,055 Closed
JCM
2205
Jag Capital Management
Missouri
– -$484K -1,018 Closed
WFC
2206
Western Financial Corp
California
– -$471K -991 Closed
OWA
2207
One Wealth Advisors
California
– -$468K -986 Closed
SP
2208
SIH Partners
Delaware
– -$456K -961 Closed
OFS
2209
OneAscent Financial Services
Alabama
– -$438K -922 Closed
DWM
2210
Drive Wealth Management
Utah
– -$435K -917 Closed
ALAM
2211
Asahi Life Asset Management
Japan
– -$428K -900 Closed
LSV Asset Management
2212
LSV Asset Management
Illinois
– -$428K -900 Closed
SPWM
2213
Spartan Planning & Wealth Management
North Carolina
– -$421K -887 Closed
WA
2214
Waddell & Associates
Tennessee
– -$402K -846 Closed
ATS
2215
Ashton Thomas Securities
New York
– -$396K -834 Closed
CIA
2216
Caerus Investment Advisors
Texas
– -$395K -831 Closed
MG
2217
Marex Group
– -$388K -817 Closed
ST
2218
Sentinel Trust
Texas
– -$382K -805 Closed
USGIU
2219
U.S. Global Investors (USGI)
Texas
– -$380K -800 Closed
TC
2220
TownSquare Capital
Utah
– -$371K -782 Closed
MSCM
2221
McElhenny Sheffield Capital Management
Texas
– -$371K -781 Closed
RA
2222
Riversedge Advisors
Delaware
– -$367K -772 Closed
CPRC
2223
Consolidated Portfolio Review Corp
New York
– -$362K -763 Closed
CIAM
2224
Caitong International Asset Management
Hong Kong
– -$359K -756 Closed
NWAG
2225
Net Worth Advisory Group
Utah
– -$357K -752 Closed