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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1501
Root Financial Partners
California
– -$158K -2,238 Closed
AGWCA
1502
Annis Gardner Whiting Capital Advisors
Florida
– -$149K -2,100 Closed
BOJHT
1503
Bank of Jackson Hole Trust
Wyoming
– -$71K -1,004 Closed
DI
1504
DAGCO Inc
Ohio
– -$61.9K -875 Closed
WSFG
1505
Wall Street Financial Group
Illinois
– -$57.6K -814 Closed
CM
1506
Capula Management
Cayman Islands
– -$50K -707 Closed
OWA
1507
Opal Wealth Advisors
New York
– -$49.6K -702 Closed
BA
1508
Ballast Advisors
Minnesota
– -$48.1K -680 Closed
TPWA
1509
Twin Peaks Wealth Advisors
California
– -$33.3K -471 Closed
WPA
1510
Wealth Preservation Advisors
Tennessee
– -$30.4K -430 Closed
IAAG
1511
Innovative Asset Advisors Group
Connecticut
– -$23.6K -333 Closed
MTIC
1512
Missouri Trust & Investment Company
Missouri
– -$21.2K -300 Closed
PP
1513
Paladin Partners
Wisconsin
– -$21.2K -300 Closed
LWMI
1514
Legacy Wealth Management (Idaho)
Idaho
– -$18.5K -262 Closed
SR
1515
Swiss Re
Switzerland
– -$18K -254 Closed
FFL
1516
Financial Freedom LLC
Ohio
– -$17.5K -248 Closed
MWC
1517
MBM Wealth Consultants
Missouri
– -$16.8K -238 Closed
SIS
1518
Sound Income Strategies
Florida
– -$16K -224 Closed
HIM
1519
Hillsdale Investment Management
Ontario, Canada
– -$14.1K -200 Closed
TGY2IT
1520
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$13.8K -195 Closed
CFG
1521
Clayton Financial Group
Missouri
– -$12K -169 Closed
AIS
1522
Advocate Investing Services
Maryland
– -$10.3K -145 Closed
EF
1523
Entrust Financial
Pennsylvania
– -$9.83K -139 Closed
YP
1524
YANKCOM Partnership
South Dakota
– -$6.72K -95 Closed
CW
1525
Curio Wealth
Maryland
– -$6.56K -93 Closed