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Name Holding Trade Value Shares
Change
Change in
Stake
GIP
2751
Granite Investment Partners
California
– -$202K -9,892 Closed
MSCM
2752
McElhenny Sheffield Capital Management
Texas
– -$202K -9,886 Closed
NG
2753
Northstar Group
New York
– -$200K -9,852 Closed
SWMG
2754
Signature Wealth Management Group
Georgia
– -$200K -9,828 Closed
NIM
2755
NuWave Investment Management
New Jersey
– -$198K -9,694 Closed
RCWMU
2756
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$193K -9,481 Closed
TC
2757
Tacita Capital
Ontario, Canada
– -$148K -7,944 Closed
GKWIM
2758
Gerber Kawasaki Wealth & Investment Management
California
– -$132K -6,500 Closed
PWA
2759
Phoenix Wealth Advisors
North Carolina
– -$125K -6,120 Closed
RTL
2760
Red Tortoise LLC
Georgia
– -$69K -5,949 Closed
VC
2761
Veracity Capital
Georgia
– -$95K -4,658 Closed
IF
2762
Ironwood Financial
Arizona
– -$84K -4,096 Closed
HIM
2763
Hillsdale Investment Management
Ontario, Canada
– -$73K -3,575 Closed
JPLA
2764
Joseph P. Lucia & Associates
New York
– -$73K -3,562 Closed
SL
2765
Savior LLC
Massachusetts
– -$61.1K -3,270 -99%
AS
2766
Altshuler Shaham
Israel
– -$64K -3,103 Closed
Q
2767
QVR
California
– -$54K -2,664 Closed
GPA
2768
Guidance Point Advisors
Massachusetts
– -$51K -2,583 Closed
AL
2769
ADE LLC
Maryland
– -$49K -2,410 Closed
SM
2770
Salzhauer Michael
– -$46K -2,251 Closed
TVWM
2771
Tower View Wealth Management
Wisconsin
– -$37.1K -1,986 -99%
CPC
2772
Consolidated Planning Corp
Georgia
– -$39K -1,889 Closed
EWA
2773
Evolution Wealth Advisors
Florida
– -$35K -1,713 Closed
BMD
2774
Better Money Decisions
New Mexico
– -$32K -1,593 Closed
CDIA
2775
Capital Directions Investment Advisors
Georgia
– -$11K -530 Closed