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Name Holding Trade Value Shares
Change
Change in
Stake
PBF
801
Petix & Botte Financial
California
– -$203K -1,000 Closed
SWK
802
Stephen W. Kidder
– -$203K -1,000 Closed
B
803
Bellecapital
Switzerland
– -$201K -988 Closed
MG
804
Mather Group
Illinois
– -$174K -855 Closed
IWA
805
Icon Wealth Advisors
Texas
– -$145K -713 Closed
CI Investments Inc
806
CI Investments Inc
Ontario, Canada
– -$121K -598 Closed
PS
807
Principal Securities
Iowa
– -$88.1K -434 Closed
MIFH
808
Migdal Insurance & Financial Holdings
Israel
– -$62K -303 Closed
QL
809
Quarry LP
New York
– -$41.2K -203 Closed
MSWM
810
Mowery & Schoenfeld Wealth Management
Illinois
– -$40.6K -200 Closed
NEWAS
811
N.E.W. Advisory Services
Wisconsin
– -$18.9K -93 Closed
NFSG
812
Newbridge Financial Services Group
Florida
– -$13.5K -67 Closed
WANY
813
Wealthspire Advisors (New York)
New York
– -$9.34K -46 Closed
CIAM
814
Caitong International Asset Management
Hong Kong
– -$8.93K -44 Closed
GFWA
815
Grey Fox Wealth Advisors
Delaware
– -$8.73K -43 Closed
WCM
816
Westend Capital Management
California
– -$6.7K -33 Closed
WTA
817
Washington Trust Advisors
Massachusetts
– -$6.34K -31 Closed
RA
818
Rise Advisors
New York
– -$6.09K -30 Closed
SL
819
Salomon & Ludwin
Virginia
– -$4.47K -22 Closed
TIM
820
Tortoise Investment Management
New York
– -$4.47K -22 Closed
CCM
821
Cloud Capital Management
Washington
– -$3K -19 Closed
WW
822
Winnow Wealth
Texas
– -$3.26K -16 Closed
JWM
823
JPL Wealth Management
Colorado
– -$2.23K -11 Closed
AWM
824
Activest Wealth Management
Florida
– -$609 -3 Closed
EWP
825
Elevation Wealth Partners
California
– -$610 -3 Closed