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Name Holding Trade Value Shares
Change
Change in
Stake
VPP
2776
Vertex Planning Partners
Illinois
– -$323K -928 Closed
FPWM
2777
FSB Premier Wealth Management
Iowa
– -$284K -818 Closed
DFCM
2778
Dark Forest Capital Management
Puerto Rico
– -$258K -743 Closed
CF
2779
Clarity Financial
Texas
– -$258K -742 Closed
Belvedere Trading
2780
Belvedere Trading
Illinois
– -$251K -721 Closed
MSR
2781
Main Street Research
Connecticut
– -$243K -699 Closed
ONSWM
2782
Old North State Wealth Management
North Carolina
– -$243K -697 Closed
GKWIM
2783
Gerber Kawasaki Wealth & Investment Management
California
– -$229K -657 Closed
CWM
2784
Cherrydale Wealth Management
New Jersey
– -$220K -633 Closed
PD
2785
Planning Directions
Pennsylvania
– -$216K -622 Closed
CHA
2786
Cooper/Haims Advisors
New York
– -$215K -617 Closed
CWM
2787
Castle Wealth Management
Florida
– -$213K -612 Closed
SP
2788
Successful Portfolios
Florida
– -$212K -611 Closed
WB
2789
West Bancorporation
Iowa
– -$212K -609 Closed
LPAM
2790
Lodestar Private Asset Management
California
– -$211K -606 Closed
FZCM
2791
Flynn Zito Capital Management
New York
– -$210K -603 Closed
SIAG
2792
Safeguard Investment Advisory Group
California
– -$207K -596 Closed
FA
2793
Fountainhead AM
New Jersey
– -$204K -586 Closed
NPF
2794
Norris Perne & French
Michigan
– -$203K -583 Closed
PFM
2795
Patton Fund Management
Texas
– -$202K -582 Closed
BWM
2796
BlackDiamond Wealth Management
New York
– -$216K -581 Closed
RDWM
2797
Red Door Wealth Management
Tennessee
– -$201K -579 Closed
GMA
2798
Glassy Mountain Advisors
Maryland
– -$196K -565 Closed
DWM
2799
Darwin Wealth Management
Florida
– -$211K -563 Closed
MAG
2800
Mayfair Advisory Group
Alabama
– -$200K -540 Closed