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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1501
Miller Wealth Advisors
Colorado
– -$27K -720 Closed
HMS
1502
Hanseatic Management Services
New Mexico
– -$33K -679 Closed
CSPAM
1503
Cary Street Partners Asset Management
Virginia
– -$29.5K -600 Closed
STCOSD
1504
Sageworth Trust Company of South Dakota
South Dakota
– -$29.4K -599 Closed
GFL
1505
Granite FO LLC
New Hampshire
– -$28.4K -575 Closed
ETH
1506
Exos TFP Holdings
New York
– -$26.3K -536 Closed
ONST
1507
Old North State Trust
North Carolina
– -$21K -432 Closed
UAML
1508
US Asset Management LLC
Pennsylvania
– -$21K -426 Closed
FCG
1509
Financial Connections Group
California
– -$15K -318 Closed
AWM
1510
Accel Wealth Management
Iowa
– -$13.3K -271 Closed
FCAS
1511
First Command Advisory Services
Texas
– -$9.82K -200 Closed
SC
1512
Schubert & Co
Texas
– -$9.67K -197 Closed
PCM
1513
Pointe Capital Management
Michigan
– -$9.28K -189 Closed
SSC
1514
Syverson Strege & Co
Iowa
– -$7.02K -143 Closed
DF
1515
DecisionPoint Financial
Arizona
– -$6.92K -141 Closed
CM
1516
Cornerstone Management
Georgia
– -$4.91K -100 Closed
SCA
1517
Stuart Chaussee & Associates
California
– -$4.71K -96 Closed
KFS
1518
Kelly Financial Services
Massachusetts
– -$4.47K -91 Closed
QL
1519
Quarry LP
New York
– -$4.47K -91 Closed
EI
1520
Ellevest Inc
New York
– -$4.37K -89 Closed
SWM
1521
Sugarloaf Wealth Management
Georgia
– -$1.28K -26 Closed
SIS
1522
Strategic Investment Solutions
Illinois
– -$746 -15 Closed
TWD
1523
True Wealth Design
Ohio
– -$688 -14 Closed
MIM
1524
Macroview Investment Management
Maryland
– -$590 -12 Closed
RA
1525
Rise Advisors
New York
– -$344 -7 Closed