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Name Holding Trade Value Shares
Change
Change in
Stake
Stratos Wealth Partners
801
Stratos Wealth Partners
Ohio
– -$244K -5,057 Closed
CFG
802
CKW Financial Group
Hawaii
– -$215K -4,450 Closed
DC
803
Diametric Capital
Massachusetts
– -$214K -4,444 Closed
RS
804
R Squared
Hong Kong
– -$202K -4,180 Closed
Belpointe Asset Management
805
Belpointe Asset Management
Nevada
– -$226K -4,023 Closed
Kestra Investment Management
806
Kestra Investment Management
Texas
– -$84.5K -1,752 Closed
OP
807
ORG Partners
Indiana
– -$81.1K -1,681 Closed
LDB
808
Lee, Danner & Bass
Tennessee
– -$31.4K -652 Closed
CFGS
809
Concourse Financial Group Securities
Alabama
– -$33.4K -649 Closed
SAM
810
Synergy Asset Management
Washington
– -$29.9K -519 Closed
Brown Brothers Harriman & Co
811
Brown Brothers Harriman & Co
New York
– -$24.1K -500 Closed
SSB
812
Sandy Spring Bank
Maryland
– -$21.9K -455 Closed
VWM
813
Venturi Wealth Management
Texas
– -$16.1K -334 Closed
GC
814
Gould Capital
Washington
– -$14.8K -307 Closed
CIAS
815
CBIZ Investment Advisory Services
Ohio
– -$10.6K -220 Closed
FIA
816
FPC Investment Advisory
California
– -$10.2K -188 Closed
PMFA
817
Plante Moran Financial Advisors
Michigan
– -$8.92K -185 Closed
CMP
818
Coston McIsaac & Partners
Maine
– -$8K -173 Closed
VHAM
819
Van Hulzen Asset Management
California
– -$7.91K -164 Closed
NRG
820
Nemes Rush Group
Michigan
– -$6.42K -133 Closed
CAS
821
Coppell Advisory Solutions
Texas
– -$6.18K -128 Closed
HCM
822
Hollencrest Capital Management
California
– -$5.69K -118 Closed
Ancora Advisors
823
Ancora Advisors
Ohio
– -$4.2K -87 Closed
FWM
824
FLP Wealth Management
Arkansas
– -$4.15K -86 Closed
TFM
825
TFC Financial Management
Massachusetts
– -$2.89K -60 Closed