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Name Holding Trade Value Shares
Change
Change in
Stake
RW
5301
Rede Wealth
Virginia
– -$566K -770 Closed
DWA
5302
Delap Wealth Advisory
Oregon
– -$537K -749 Closed
FWA
5303
FSC Wealth Advisors
New York
– -$527K -717 Closed
NCFG
5304
New Century Financial Group
New Jersey
– -$524K -713 Closed
BAS
5305
Brueske Advisory Services
Washington
– -$523K -712 Closed
FIC
5306
Family Investment Center
Missouri
– -$520K -708 Closed
FI
5307
Fosun International
China
– -$514K -700 Closed
RW
5308
Rockport Wealth
Ohio
– -$501K -682 Closed
MIM
5309
Martin Investment Management
Florida
– -$485K -661 Closed
AFGAS
5310
Allegiance Financial Group Advisory Services
Virginia
– -$478K -650 Closed
GCGDR
5311
Geo Capital Gestora de Recursos
Brazil
– -$471K -642 Closed
AI
5312
AdvisorShares Investments
Maryland
– -$470K -640 Closed
AA
5313
ABC Arbitrage
France
– -$468K -637 Closed
FLC
5314
Fifth Lane Capital
Texas
– -$441K -600 Closed
OWA
5315
ORBA Wealth Advisors
Illinois
– -$430K -586 Closed
MSF
5316
Mustard Seed Financial
Arkansas
– -$428K -583 Closed
I
5317
InceptionR
California
– -$427K -582 Closed
Polen Capital Management
5318
Polen Capital Management
Florida
– -$395K -538 Closed
NC
5319
NovaPoint Capital
Georgia
– -$386K -526 Closed
RLIM
5320
Red Lighthouse Investment Management
New York
– -$382K -520 Closed
VRM
5321
Vectors Research Management
New York
– -$367K -500 Closed
HIA
5322
Harvest Investment Advisors
Florida
– -$362K -493 Closed
MM
5323
MQS Management
New York
– -$330K -450 Closed
FIM
5324
Freedom Investment Management
Connecticut
– -$315K -429 Closed
PA
5325
PharVision Advisers
Florida
– -$314K -428 Closed