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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1576
Wealthspire Advisors (New York)
New York
– -$248K -4,525 Closed
PA
1577
Procyon Advisors
Connecticut
– -$248K -4,517 Closed
PCS
1578
Personal CFO Solutions
New Jersey
– -$247K -4,504 Closed
FAM
1579
Formidable Asset Management
Ohio
– -$245K -4,464 Closed
MWM
1580
Mission Wealth Management
California
– -$245K -4,462 Closed
CBOR
1581
Community Bank of Raymore
Missouri
– -$243K -4,430 Closed
LFA
1582
Legacy Financial Advisors
Kentucky
– -$241K -4,390 Closed
IFU
1583
iSAM Funds (UK)
United Kingdom
– -$239K -4,361 Closed
TA
1584
TruWealth Advisors
Louisiana
– -$231K -4,219 Closed
UWM
1585
USAdvisors Wealth Management
Minnesota
– -$228K -4,166 Closed
NSAM
1586
North Star Asset Management
Wisconsin
– -$227K -4,135 Closed
SIA
1587
Strategic Investment Advisors
Michigan
– -$225K -4,105 Closed
TWM
1588
Tradition Wealth Management
Minnesota
– -$224K -4,095 Closed
SP
1589
Stonebrook Private
Michigan
– -$224K -4,087 Closed
RSWM
1590
Robertson Stephens Wealth Management
California
– -$224K -4,079 Closed
BHCM
1591
Brevan Howard Capital Management
Jersey
– -$223K -4,067 Closed
AI
1592
Accredited Investors
Minnesota
– -$221K -4,037 Closed
AFAS
1593
Acorn Financial Advisory Services
Virginia
– -$221K -4,025 Closed
EGA
1594
Eagle Global Advisors
Texas
– -$219K -4,000 Closed
FVCM
1595
F&V Capital Management
Florida
– -$219K -4,000 Closed
QIM
1596
Quest Investment Management
Oregon
– -$219K -4,000 Closed
NRI
1597
NFP Retirement Inc
California
– -$219K -3,990 Closed
GSCM
1598
Greenfield Seitz Capital Management
Texas
– -$219K -3,988 Closed
PCP
1599
Proficio Capital Partners
Massachusetts
– -$218K -3,982 Closed
TNB
1600
Thomasville National Bank
Georgia
– -$218K -3,974 Closed