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Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SteelPeak Wealth
California
– -$322K -3,432 Closed
DC
502
Diametric Capital
Massachusetts
– -$321K -3,426 Closed
WS
503
Wedbush Securities
California
– -$302K -3,216 Closed
RHBC
504
R.H. Bluestein & Co
Michigan
– -$285K -3,037 Closed
SWM
505
SeaCrest Wealth Management
New York
– -$240K -2,557 Closed
HF
506
HRT Financial
New York
– -$266K -2,485 Closed
Brown Advisory
507
Brown Advisory
Maryland
– -$225K -2,390 Closed
KeyBank National Association
508
KeyBank National Association
Ohio
– -$206K -2,191 Closed
RC
509
Roundview Capital
New Jersey
– -$205K -2,182 Closed
DCM
510
Dimension Capital Management
Florida
– -$203K -2,168 Closed
PFS
511
Prospera Financial Services
Texas
– -$72K -764 Closed
TCWM
512
Total Clarity Wealth Management
Illinois
– -$67K -709 Closed
Bank Julius Baer & Co
513
Bank Julius Baer & Co
Switzerland
– -$32K -337 Closed
CA
514
CoreCap Advisors
Michigan
– -$29K -309 Closed
AP
515
Arlington Partners
Alabama
– -$27K -284 Closed
SIAP
516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$24K -260 Closed
Lazard Asset Management
517
Lazard Asset Management
New York
– -$16K -181 Closed
VVP
518
Venture Visionary Partners
Ohio
– -$12.2K -130 Closed
CFO
519
CVA Family Office
Colorado
– -$8K -90 Closed
LCM
520
Logan Capital Management
Pennsylvania
– -$6K -64 Closed
CWP
521
Concord Wealth Partners
Virginia
– -$6K -62 Closed
AW
522
ACG Wealth
Georgia
– -$5K -58 Closed
SOW
523
State of Wyoming
Wyoming
– -$5K -54 Closed
RG
524
Retirement Group
California
– -$4K -46 Closed
MWA
525
Miller Wealth Advisors
Colorado
– -$4K -45 Closed