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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