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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1301
IHT Wealth Management
Illinois
– -$242K -1,174 Closed
WJA
1302
Willis Johnson & Associates
Texas
– -$221K -1,073 Closed
SB
1303
Strategic Blueprint
Georgia
– -$221K -1,072 Closed
PEWA
1304
Pacific Excel Wealth Advisors
California
– -$216K -1,046 Closed
CA
1305
CSM Advisors
Pennsylvania
– -$211K -1,023 Closed
JCM
1306
Jacobi Capital Management
Pennsylvania
– -$204K -987 Closed
GSEP
1307
Golden State Equity Partners
California
– -$145K -703 Closed
GAA
1308
Global Assets Advisory
Florida
– -$135K -652 Closed
TSMHT
1309
Thurston Springer Miller Herd & Titak
Indiana
– -$92.9K -450 Closed
SIS
1310
Sound Income Strategies
Florida
– -$86.1K -419 Closed
IWS
1311
Intentional Wealth Strategies
Colorado
– -$55.7K -270 Closed
EC
1312
Elequin Capital
New York
– -$52.2K -253 Closed
SFG
1313
Strive Financial Group
Indiana
– -$52K -253 Closed
AA
1314
AlphaCentric Advisors
Puerto Rico
– -$49.3K -239 Closed
TIAA Trust, National Association
1315
TIAA Trust, National Association
North Carolina
– -$49.3K -239 Closed
HDIM
1316
Hanson & Doremus Investment Management
Vermont
– -$41K -200 Closed
UCB
1317
United Community Bank
South Carolina
– -$41.3K -200 Closed
RIAS
1318
Rachor Investment Advisory Services
Michigan
– -$35.1K -170 Closed
DWP
1319
Destiny Wealth Partners
Florida
– -$31K -150 Closed
TPWA
1320
Twin Peaks Wealth Advisors
California
– -$26.4K -128 Closed
AA
1321
Addison Advisors
Vermont
– -$22.9K -111 Closed
AWA
1322
Acumen Wealth Advisors
Tennessee
– -$21.7K -105 Closed
BCM
1323
Berbice Capital Management
New York
– -$21.7K -105 Closed
TFA
1324
Toth Financial Advisory
Virginia
– -$12.4K -60 Closed
WPA
1325
Wealth Preservation Advisors
Tennessee
– -$8.46K -41 Closed