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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1726
Ausdal Financial Partners
Iowa
– -$215K -3,013 Closed
VDC
1727
Van Diest Capital
Iowa
– -$215K -3,010 Closed
FWCM
1728
Ferguson Wellman Capital Management
Oregon
– -$215K -3,009 Closed
CGH
1729
CMG Global Holdings
Texas
– -$207K -2,895 Closed
LMFP
1730
Larry Mathis Financial Planning
Arizona
– -$205K -2,875 Closed
NAAA
1731
New Age Alpha Advisors
New York
– -$138K -1,940 Closed
LFA
1732
Longview Financial Advisors
Alabama
– -$136K -1,900 Closed
MR
1733
Munich Reinsurance
– -$96.7K -1,356 Closed
WT
1734
WHI Trust
Illinois
– -$92.7K -1,300 Closed
HIC
1735
Hamrick Investment Counsel
Washington
– -$71.3K -1,000 Closed
Bank Julius Baer & Co
1736
Bank Julius Baer & Co
Switzerland
– -$57.9K -812 Closed
WSFG
1737
Wall Street Financial Group
Illinois
– -$44K -617 Closed
WG
1738
Wellington Group
Indiana
– -$39.3K -551 Closed
IAAG
1739
Innovative Asset Advisors Group
Connecticut
– -$35.7K -500 Closed
CAM
1740
Clarity Asset Management
Iowa
– -$26K -364 Closed
AI
1741
AXS Investments
New York
– -$22.7K -318 Closed
S
1742
Sachetta
Massachusetts
– -$21.1K -296 Closed
TPWA
1743
Twin Peaks Wealth Advisors
California
– -$20.6K -289 Closed
TIAA Trust, National Association
1744
TIAA Trust, National Association
North Carolina
– -$14.3K -200 Closed
SA
1745
Scarborough Advisors
Maryland
– -$12K -168 Closed
TGY2IT
1746
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$12K -168 Closed
TLFA
1747
True Link Financial Advisors
California
– -$10.7K -150 Closed
SFG
1748
Strive Financial Group
Indiana
– -$9K -127 Closed
WPA
1749
Wealth Preservation Advisors
Tennessee
– -$7.99K -112 Closed
DWP
1750
Destiny Wealth Partners
Florida
– -$6.28K -88 Closed