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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1601
Stone Summit Wealth
Florida
-$217K -3,960 Closed
PP
1602
PDS Planning
Ohio
-$217K -3,950 Closed
FPAS
1603
Focus Partners Advisor Solutions
Missouri
-$213K -3,887 Closed
QFA
1604
Quantum Financial Advisors
California
-$210K -3,832 Closed
BMC
1605
Beaton Management Company
Massachusetts
-$210K -3,830 Closed
BBNA
1606
Bremer Bank National Association
Minnesota
-$210K -3,823 Closed
DFG
1607
Delta Financial Group
New Jersey
-$209K -3,810 Closed
FWM
1608
Forza Wealth Management
Florida
-$207K -3,776 Closed
XS
1609
XR Securities
Illinois
-$205K -3,740 Closed
WIA
1610
Westbourne Investment Advisors
Maryland
-$204K -3,725 Closed
LA
1611
LVW Advisors
New York
-$203K -3,709 Closed
IC
1612
Inscription Capital
Texas
-$203K -3,705 Closed
AA
1613
Argent Advisors
Louisiana
-$203K -3,700 Closed
SL
1614
Summitry LLC
California
-$202K -3,685 Closed
BFO
1615
Boston Family Office
Massachusetts
-$202K -3,683 Closed
OL
1616
OneFund LLC
Florida
-$203K -3,674 Closed
AFT
1617
Alpha Family Trust
California
-$201K -3,670 Closed
MCP
1618
Mirador Capital Partners
California
-$200K -3,654 Closed
CA
1619
CoreCap Advisors
Michigan
-$166K -3,032 Closed
FSWA
1620
Financial Synergies Wealth Advisors
Texas
-$163K -2,974 Closed
FWM
1621
Focused Wealth Management
New York
-$161K -2,937 Closed
NCTC
1622
New Covenant Trust Company
Indiana
-$144K -2,632 Closed
SOS
1623
Silver Oak Securities
Tennessee
-$134K -2,454 Closed
JSC
1624
J. Stern & Co
United Kingdom
-$96.4K -1,758 Closed
IGWM
1625
ICA Group Wealth Management
Colorado
-$88.1K -1,607 Closed