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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3001
Peterson Wealth Management
Nevada
-$519K -14,148 Closed
CA
3002
Calton & Associates
Florida
-$516K -14,073 Closed
PD
3003
Planning Directions
Pennsylvania
-$501K -13,671 Closed
CA
3004
Crewe Advisors
Utah
-$484K -13,205 Closed
AP
3005
Advisors Preferred
Maryland
-$478K -13,044 Closed
MCA
3006
Magnolia Capital Advisors
Mississippi
-$454K -12,390 Closed
IMC Chicago
3007
IMC Chicago
Illinois
-$425K -12,013 Closed
BC
3008
Brookfield Corp
Ontario, Canada
-$438K -11,933 Closed
SWG
3009
Summit Wealth Group
Vermont
-$428K -11,665 Closed
AC
3010
AXQ Capital
New Jersey
-$425K -11,600 Closed
TFCP
3011
Twin Focus Capital Partners
Massachusetts
-$415K -11,323 Closed
BIA
3012
Benchmark Investment Advisors
Illinois
-$374K -10,204 Closed
DRD
3013
Dennis R. Delaney
-$374K -10,200 Closed
CA
3014
CSM Advisors
Pennsylvania
-$362K -9,869 Closed
NRA
3015
NSI Retail Advisors
Pennsylvania
-$362K -9,869 Closed
TW
3016
Transform Wealth
Colorado
-$345K -9,402 Closed
WC
3017
Wexford Capital
Florida
-$341K -9,309 Closed
NWM
3018
NEIRG Wealth Management
Massachusetts
-$334K -9,094 Closed
KP
3019
Keel Point
Alabama
-$333K -9,066 Closed
SI
3020
Saxon Interests
Texas
-$330K -8,998 Closed
CF
3021
Corrigan Financial
Rhode Island
-$326K -8,891 Closed
ZIMP
3022
Zimmermann Investment Management & Planning
Pennsylvania
-$326K -8,888 Closed
AGP
3023
Autumn Glory Partners
Texas
-$321K -8,760 Closed
RIS
3024
Retirement Income Solutions
Michigan
-$319K -8,693 Closed
IF
3025
IRON Financial
Illinois
-$318K -8,657 Closed