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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1001
Golden State Equity Partners
California
– -$13.7K -61 Closed
TGY2IT
1002
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$11.4K -51 Closed
JSAM
1003
J. Safra Asset Management
New York
– -$8.98K -40 Closed
S
1004
Sachetta
Massachusetts
– -$8.31K -37 Closed
VEA
1005
Virtus ETF Advisers
New York
– -$6.96K -31 Closed
MSWM
1006
Mowery & Schoenfeld Wealth Management
Illinois
– -$5.63K -25 Closed
FPF
1007
First Pacific Financial
Washington
– -$5.39K -24 Closed
AIC
1008
Archer Investment Corporation
Indiana
– -$5.02K -22 Closed
NSIM
1009
North Star Investment Management
Illinois
– -$2.92K -13 Closed
SIS
1010
Sound Income Strategies
Florida
– -$2.91K -13 Closed
CFG
1011
Clayton Financial Group
Missouri
– -$2.25K -10 Closed
VWM
1012
Vermillion Wealth Management
Minnesota
– -$2.25K -10 Closed
CWP
1013
Clark Wealth Partners
Illinois
– -$1.57K -7 Closed
ECM
1014
Estabrook Capital Management
New York
– -$1.57K -7 Closed
UFF
1015
USA Financial Formulas
Michigan
– -$1.12K -5 Closed
NWS
1016
Nvest Wealth Strategies
Ohio
– -$898 -4 Closed
SIM
1017
Synergy Investment Management
Florida
– -$898 -4 Closed
CAL
1018
Capital Analysts LLC
Pennsylvania
– -$1K -3 Closed
EB
1019
Eastern Bank
Massachusetts
– -$673 -3 Closed
IWS
1020
Intentional Wealth Strategies
Colorado
– -$673 -3 Closed
PWA
1021
Portus Wealth Advisors
North Carolina
– -$673 -3 Closed
BHWM
1022
Beaird Harris Wealth Management
Texas
– -$530 -2 Closed
CT
1023
Colonial Trust
South Carolina
– -$449 -2 Closed
IPS
1024
Investors Portfolio Services
Washington
– -$405 -2 Closed
TWM
1025
TopTier Wealth Management
Wisconsin
– -$449 -2 Closed