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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
PRW Wealth Management
Massachusetts
– -$34K -645 Closed
PFBT
602
Parkside Financial Bank & Trust
Missouri
– -$25K -466 Closed
WAM
603
Wealthspire Advisors (Maryland)
Maryland
– -$21K -404 Closed
LFA
604
Legacy Financial Advisors
Kentucky
– -$18K -341 Closed
MFW
605
Mosaic Family Wealth
Missouri
– -$18K -332 Closed
WTB
606
Washington Trust Bank
Washington
– -$16K -296 Closed
DWM
607
Destination Wealth Management
California
– -$11K -215 Closed
AC
608
Avestar Capital
New York
– -$9K -203 Closed
CMO
609
Covenant Multifamily Offices
Texas
– -$11K -200 Closed
OWA
610
One Wealth Advisors
California
– -$7K -127 Closed
NWM
611
Northwest Wealth Management
Iowa
– -$6K -122 Closed
OC
612
Oakworth Capital
Alabama
– -$6.26K -120 -92%
FANJ
613
Financial Architects (New Jersey)
New Jersey
– -$6K -110 Closed
SFG
614
Sage Financial Group
Pennsylvania
– -$5K -102 Closed
AIC
615
Ameritas Investment Company
Nebraska
– -$4K -80 Closed
FCA
616
FinTrust Capital Advisors
South Carolina
– -$3K -59 Closed
APC
617
Aspire Private Capital
North Carolina
– -$3K -57 Closed
RFM
618
Royal Fund Management
Florida
– -$2K -54 Closed
BWA
619
BDO Wealth Advisors
Florida
– -$2K -46 Closed
RTC
620
Riverview Trust Company
Washington
– -$2K -42 Closed
AF
621
Allworth Financial
California
– -$2K -40 Closed
GWMIA
622
Global Wealth Management Investment Advisory
Florida
– -$2K -40 Closed
WCMN
623
Westchester Capital Management (Nebraska)
Nebraska
– -$2K -40 Closed
MSA
624
Marino Stram & Associates
Massachusetts
– -$2K -32 Closed
OSAM
625
O'Shaughnessy Asset Management
Connecticut
– +$52 +1 New