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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
– -$10.4K -6,702 Closed
CFGS
302
Concourse Financial Group Securities
Alabama
– -$5.35K -3,948 Closed
Comerica Bank
303
Comerica Bank
Texas
– -$2.7K -1,746 Closed
GM
304
GeoWealth Management
Illinois
– -$2.52K -1,624 Closed
PFBT
305
Parkside Financial Bank & Trust
Missouri
– -$2.13K -1,378 Closed
OC
306
Oarsman Capital
Wisconsin
– -$1.7K -1,095 Closed
DRP
307
Decker Retirement Planning
Utah
– -$1.44K -930 Closed
BIA
308
Bell Investment Advisors
California
– -$943 -609 Closed
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
– -$770 -497 Closed
FFA
310
Farther Finance Advisors
California
– -$667 -431 Closed
VCM
311
Versant Capital Management
Arizona
– -$571 -369 Closed
VWM
312
Venturi Wealth Management
Texas
– -$480 -310 Closed
BGAI
313
Bruce G. Allen Investments
Colorado
– -$429 -277 Closed
NA
314
Nordwand Advisors
Pennsylvania
– -$320 -207 Closed
HNB
315
Huntington National Bank
Ohio
– -$264 -171 Closed
WCM
316
WealthTrak Capital Management
Virginia
– -$96 -62 Closed
WPA
317
West Paces Advisors
Georgia
– -$72 -47 Closed
EC
318
Elequin Capital
New York
– -$2 -1 Closed
FCG
319
Financial Connections Group
California
– +$204 +155 +50%
AW
320
Avion Wealth
Texas
– +$679 +517 New