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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
1001
Verdence Capital Advisors
Maryland
– -$248K -911 Closed
AWM
1002
Arista Wealth Management
Nevada
– -$242K -904 Closed
BHPW
1003
Beverly Hills Private Wealth
California
– -$240K -900 Closed
DC
1004
Diametric Capital
Massachusetts
– -$234K -876 Closed
PA
1005
Procyon Advisors
Connecticut
– -$232K -868 Closed
TC
1006
TownSquare Capital
Utah
– -$230K -862 Closed
EWM
1007
Endowment Wealth Management
Wisconsin
– -$229K -858 Closed
ML
1008
McAdam LLC
Pennsylvania
– -$228K -855 Closed
SIA
1009
SeaBridge Investment Advisors
New Jersey
– -$228K -854 Closed
CNTOF
1010
Canandaigua National Trust of Florida
New York
– -$228K -853 Closed
JBA
1011
Johnson Bixby & Associates
Washington
– -$227K -850 Closed
SGI
1012
Summit Global Investments
Utah
– -$226K -846 Closed
IC
1013
Inscription Capital
Texas
– -$225K -843 Closed
FB
1014
Fulton Bank
Pennsylvania
– -$223K -835 Closed
IPW
1015
Intergy Private Wealth
Colorado
– -$216K -807 Closed
PFW
1016
Petros Family Wealth
Minnesota
– -$214K -800 Closed
CWA
1017
CogentBlue Wealth Advisors
Tennessee
– -$213K -798 Closed
XF
1018
XML Financial
Maryland
– -$210K -785 Closed
AO
1019
Advisor OS
Illinois
– -$208K -780 Closed
FCH
1020
Freestone Capital Holdings
Washington
– -$208K -777 Closed
PWP
1021
Phillips Wealth Planners
Mississippi
– -$213K -777 Closed
AGA
1022
Accuvest Global Advisors
Utah
– -$207K -776 Closed
MWS
1023
MFA Wealth Services
California
– -$207K -775 Closed
VC
1024
Veery Capital
Delaware
– -$206K -771 Closed
TCA
1025
Transcend Capital Advisors
New Jersey
– -$204K -764 Closed