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Name Holding Trade Value Shares
Change
Change in
Stake
LW
776
Livet Wealth
Utah
– -$255K -12,329 Closed
WWA
777
WCG Wealth Advisors
Nevada
– -$254K -12,254 Closed
Bank Julius Baer & Co
778
Bank Julius Baer & Co
Switzerland
– -$248K -12,000 Closed
AWA
779
Arkadios Wealth Advisors
Georgia
– -$228K -11,005 Closed
AWM
780
Avior Wealth Management
Nebraska
– -$227K -10,956 Closed
AO
781
Advisor OS
Illinois
– -$226K -10,913 Closed
BTWM
782
Baker Tilly Wealth Management
Wisconsin
– -$213K -10,293 Closed
DWM
783
Dynasty Wealth Management
Florida
– -$212K -10,222 Closed
SC
784
Sapient Capital
Indiana
– -$207K -9,988 Closed
BWM
785
Baron Wealth Management
Michigan
– -$204K -9,854 Closed
CAG
786
Csenge Advisory Group
Florida
– -$204K -9,846 Closed
KPWS
787
Kestra Private Wealth Services
Texas
– -$204K -9,840 Closed
SI
788
Stephens Inc
Arkansas
– -$202K -9,753 Closed
CAM
789
Chesapeake Asset Management
New York
– -$137K -6,620 Closed
CF
790
Centaurus Financial
California
– -$109K -5,279 Closed
IBOK
791
Independence Bank of Kentucky
Kentucky
– -$104K -5,000 Closed
WPA
792
Wealth Preservation Advisors
Tennessee
– -$93.2K -4,500 Closed
LAM
793
LOM Asset Management
– -$82.8K -4,000 Closed
LCA
794
Legend Capital Advisors
New York
– -$77.6K -3,750 Closed
QT
795
Quantbot Technologies
New York
– -$72.6K -3,506 Closed
TPWA
796
Twin Peaks Wealth Advisors
California
– -$63.8K -3,084 Closed
SIS
797
Sound Income Strategies
Florida
– -$38.1K -1,802 Closed
AGWCA
798
Annis Gardner Whiting Capital Advisors
Florida
– -$35.9K -1,736 Closed
DTL
799
Dynamic Technology Lab
Singapore
– -$4.61M -1,436 Closed
RFP
800
Root Financial Partners
California
– -$29.1K -1,406 Closed