Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
1426
Twelve Points Wealth Management
Massachusetts
– -$287K -3,863 Closed
FCP
1427
Fidelis Capital Partners
Florida
– -$282K -3,794 Closed
OWP
1428
Obermeyer Wealth Partners
Colorado
– -$272K -3,662 Closed
BFM
1429
Boothbay Fund Management
New York
– -$270K -3,634 Closed
OWA
1430
Octavia Wealth Advisors
Ohio
– -$263K -3,543 Closed
CA
1431
CSM Advisors
Pennsylvania
– -$261K -3,523 Closed
NRA
1432
NSI Retail Advisors
Pennsylvania
– -$261K -3,523 Closed
AR
1433
Advisory Research
Illinois
– -$259K -3,492 Closed
RP
1434
Rice Partnership
Hawaii
– -$250K -3,365 Closed
PBC
1435
Pavion Blue Capital
California
– -$249K -3,359 Closed
RDWM
1436
Red Door Wealth Management
Tennessee
– -$249K -3,359 Closed
RFG
1437
Range Financial Group
Oregon
– -$248K -3,344 Closed
SFG
1438
Summit Financial Group
West Virginia
– -$241K -3,247 Closed
SMA
1439
Sage Mountain Advisors
Georgia
– -$233K -3,142 Closed
T
1440
TRUADVICE
Florida
– -$224K -3,111 Closed
CT
1441
Chicago Trust
Illinois
– -$224K -3,021 Closed
MIC
1442
Means Investment Company
Maine
– -$224K -3,017 Closed
IIC
1443
Integrated Investment Consultants
Michigan
– -$224K -3,016 Closed
BCM
1444
Bayesian Capital Management
New York
– -$221K -2,983 Closed
OHWA
1445
Oak Hill Wealth Advisors
Virginia
– -$221K -2,978 Closed
AT
1446
Arvest Trust
Oklahoma
– -$226K -2,964 Closed
PWP
1447
Phillips Wealth Planners
Mississippi
– -$218K -2,932 Closed
AAS
1448
Ameritas Advisory Services
Nebraska
– -$217K -2,926 Closed
CP
1449
Covenant Partners
Tennessee
– -$217K -2,925 Closed
CGH
1450
CMG Global Holdings
Texas
– -$215K -2,895 Closed