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Name Holding Trade Value Shares
Change
Change in
Stake
VRM
2226
Vectors Research Management
New York
– -$80K -740 Closed
WOSD
2227
WFA of San Diego
California
– -$79K -733 Closed
OCM
2228
Orion Capital Management
California
– -$78K -718 Closed
TCWM
2229
Total Clarity Wealth Management
Illinois
– -$67K -620 Closed
SJIM
2230
St. Johns Investment Management
Florida
– -$55K -509 Closed
GA
2231
GoalVest Advisory
New York
– -$54K -496 Closed
DWP
2232
Destiny Wealth Partners
Florida
– -$52K -478 Closed
NIMI
2233
Natixis Investment Managers International
France
– -$49K -457 Closed
PWM
2234
Prentice Wealth Management
New York
– -$45K -416 Closed
GWMIA
2235
Global Wealth Management Investment Advisory
Florida
– -$43K -395 Closed
BMD
2236
Better Money Decisions
New Mexico
– -$34K -318 Closed
BFG
2237
Baron Financial Group
New Jersey
– -$27.8K -257 Closed
CIA
2238
Cascade Investment Advisors
Oregon
– -$26.1K -242 Closed
PCC
2239
Park Circle Company
Maryland
– -$26K -239 Closed
CH
2240
Canton Hathaway
Rhode Island
– -$23K -209 Closed
RCWMU
2241
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$15K -135 Closed
KC
2242
Knuff & Co
California
– -$10K -96 Closed
LC
2243
Legacy CG
Texas
– -$8K -77 Closed
SFG
2244
Steward Financial Group
Texas
– -$8K -77 Closed
WA
2245
Win Advisors
Florida
– -$8K -77 Closed
CWM
2246
Curi Wealth Management
North Carolina
– -$6K -54 Closed
GKIM
2247
GW&K Investment Management
Massachusetts
– -$5K -42 Closed
LFA
2248
Level Financial Advisors
New York
– -$3K -30 Closed
TWP
2249
TFO Wealth Partners
Ohio
– -$1K -11 Closed