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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2026
Wexford Capital
Florida
– -$252K -1,600 Closed
SSWM
2027
Smith Salley Wealth Management
North Carolina
– -$237K -1,505 Closed
SSWM
2028
Strait & Sound Wealth Management
California
– -$232K -1,475 Closed
CA
2029
Crewe Advisors
Utah
– -$221K -1,405 Closed
FAM
2030
Formidable Asset Management
Ohio
– -$216K -1,375 Closed
WWS
2031
Wellington Wealth Strategies
Indiana
– -$216K -1,375 Closed
NF
2032
Nvest Financial
New Hampshire
– -$212K -1,350 Closed
ALC
2033
Alexander Labrunerie & Co
Missouri
– -$206K -1,310 Closed
BFA
2034
Beaumont Financial Advisors
Massachusetts
– -$206K -1,310 Closed
HNWAG
2035
High Net Worth Advisory Group
Florida
– -$205K -1,300 Closed
TPM
2036
Triasima Portfolio Management
Quebec, Canada
– -$201K -1,280 Closed
FIA
2037
FNY Investment Advisers
New York
– -$184K -1,170 Closed
KFS
2038
Kelly Financial Services
Massachusetts
– -$157K -1,000 Closed
RFA
2039
Register Financial Advisors
Georgia
– -$142K -905 Closed
EC
2040
EdgeRock Capital
Colorado
– -$97.5K -620 Closed
CB
2041
Chris Bulman
California
– -$66.9K -425 Closed
DCM
2042
Davis Capital Management
Florida
– -$55.2K -350 Closed
A
2043
AlphaQuest
New York
– -$51.9K -330 Closed
AIM
2044
ARK Investment Management
Florida
– -$44.4K -270 Closed
RFG
2045
RFP Financial Group
Georgia
– -$40.1K -255 Closed
SFA
2046
Semmax Financial Advisors
North Carolina
– -$39.3K -240 Closed
RWMG
2047
Redwood Wealth Management Group
New Jersey
– -$36.2K -230 Closed
FRA
2048
Front Row Advisors
California
– -$26.7K -170 Closed
LFA
2049
LGT Financial Advisors
Texas
– -$24.4K -155 Closed
TFF
2050
The Family Firm
Maryland
– -$24.4K -155 Closed
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