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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2026
Clayton Financial Group
Missouri
– -$17.8K -337 Closed
SC
2027
Steph & Co
Wisconsin
– -$16.6K -314 Closed
LWMI
2028
Legacy Wealth Management (Idaho)
Idaho
– -$16K -302 Closed
FFL
2029
Financial Freedom LLC
Ohio
– -$11.6K -220 Closed
EC
2030
Elequin Capital
New York
– -$8.56K -162 Closed
GFM
2031
GF Fund Management
China
– -$8.45K -160 Closed
GXJ
2032
Global X Japan
Japan
– -$8.35K -158 Closed
UFF
2033
USA Financial Formulas
Michigan
– -$6.39K -121 Closed
TLFA
2034
True Link Financial Advisors
California
– -$6.23K -118 Closed
TVWM
2035
Tower View Wealth Management
Wisconsin
– -$5.79K -110 Closed
BCM
2036
Berbice Capital Management
New York
– -$5.28K -100 Closed
BCCM
2037
Black Cypress Capital Management
Florida
– -$4.96K -94 Closed
UFPG
2038
United Financial Planning Group
New York
– -$4.17K -79 Closed
AEPWM
2039
Atlantic Edge Private Wealth Management
Florida
– -$3.96K -75 Closed
PWA
2040
Portus Wealth Advisors
North Carolina
– -$3.01K -57 Closed
B
2041
Bayban
Minnesota
– -$2.64K -50 Closed
GAG
2042
Goodman Advisory Group
Massachusetts
– -$2.11K -40 Closed
WOSD
2043
WFA of San Diego
California
– -$1.9K -36 Closed
CW
2044
Curio Wealth
Maryland
– -$953 -18 Closed
TM
2045
Torren Management
California
– -$792 -15 Closed
SC
2046
Solstein Capital
California
– -$739 -14 Closed
MIFH
2047
Migdal Insurance & Financial Holdings
Israel
– -$634 -12 Closed
GCM
2048
Gladstone Capital Management
United Kingdom
– -$211 -4 Closed
1IA
2049
1620 Investment Advisors
Massachusetts
– -$106 -2 Closed
NWM
2050
Navigoe Wealth Management
California
– +$440 +10 New
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