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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2701
BTR Capital Management
California
– -$208K -582 Closed
PWA
2702
Peterson Wealth Advisors
Utah
– -$208K -581 Closed
NFG
2703
Nadler Financial Group
Illinois
– -$207K -580 Closed
IA
2704
IFG Advisory
Georgia
– -$206K -577 Closed
ETIA
2705
Epic Trust Investment Advisors
Washington
– -$206K -576 Closed
FA
2706
Fountainhead AM
New Jersey
– -$205K -575 Closed
FAP
2707
Financial Advisory Partners
Florida
– -$204K -571 Closed
BWA
2708
Brave Warrior Advisors
New York
– -$203K -569 Closed
WE
2709
Wealth Effects
Massachusetts
– -$203K -569 Closed
MA
2710
MONECO Advisors
Connecticut
– -$203K -567 Closed
BB
2711
Berkshire Bank
Massachusetts
– -$201K -563 Closed
W
2712
Wealthquest
Ohio
– -$201K -562 Closed
TVAMP
2713
Tennessee Valley Asset Management Partners
Tennessee
– -$200K -560 Closed
BHWM
2714
Beaird Harris Wealth Management
Texas
– -$185K -518 Closed
SCA
2715
Sandy Cove Advisors
Massachusetts
– -$182K -508 Closed
CAGAS
2716
Capital Advisory Group Advisory Services
Minnesota
– -$150K -420 Closed
FFA
2717
Freedman Financial Associates
Massachusetts
– -$151K -411 Closed
TLCM
2718
Twin Lakes Capital Management
California
– -$97K -271 Closed
SPWM
2719
Spartan Planning & Wealth Management
North Carolina
– -$85K -239 Closed
SMFG
2720
Sumitomo Mitsui Financial Group
Japan
– -$58K -159 Closed
CI
2721
Cordant Inc
Oregon
– -$32K -89 Closed
GCA
2722
Greenwood Capital Associates
South Carolina
– -$26K -72 Closed
MFA
2723
McClarren Financial Advisors
Pennsylvania
– -$16K -45 Closed
DFCM
2724
Dark Forest Capital Management
Puerto Rico
– -$15K -44 Closed
SC
2725
Steph & Co
Wisconsin
– -$13K -35 Closed