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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Avitas Wealth Management
California
-$305K -1,734 Closed
SFS
1027
Stiles Financial Services
Minnesota
-$302K -1,717 Closed
FRM
1028
Fox Run Management
Connecticut
-$284K -1,611 Closed
CAIMH
1029
Central Asset Investments & Management Holdings
Hong Kong
-$280K -1,590 Closed
VWA
1030
Visionary Wealth Advisors
Illinois
-$271K -1,540 Closed
ARC
1031
Advisor Resource Council
Texas
-$258K -1,465 Closed
IAN
1032
Integrated Advisors Network
Texas
-$254K -1,445 Closed
AF
1033
Alerus Financial
North Dakota
-$245K -1,394 Closed
PTP
1034
Platform Technology Partners
New York
-$232K -1,349 Closed
SG
1035
StoneX Group
New York
-$235K -1,337 Closed
SFG
1036
Sovereign Financial Group
Connecticut
-$234K -1,327 Closed
DU
1037
Delphia (USA)
Ontario, Canada
-$230K -1,305 Closed
V
1038
Veritable
Delaware
-$226K -1,283 Closed
CWM
1039
Congress Wealth Management
Massachusetts
-$224K -1,271 Closed
EI
1040
Ellevest Inc
New York
-$223K -1,270 Closed
UAS
1041
United Asset Strategies
New York
-$223K -1,269 Closed
Fayez Sarofim & Co
1042
Fayez Sarofim & Co
Texas
-$220K -1,250 Closed
KPWS
1043
Kestra Private Wealth Services
Texas
-$211K -1,197 Closed
CFG
1044
Citizens Financial Group
Rhode Island
-$209K -1,190 Closed
FWM
1045
Forza Wealth Management
Florida
-$207K -1,177 Closed
KWM
1046
Kingsview Wealth Management
Oregon
-$204K -1,159 Closed
WDG
1047
Wealth Dimensions Group
Ohio
-$201K -1,144 Closed
MWM
1048
Modera Wealth Management
New Jersey
-$200K -1,137 Closed
KIG
1049
Kessler Investment Group
Indiana
-$150K -850 Closed
KI
1050
Kapitalo Investimentos
Brazil
-$113K -644 Closed