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Name Holding Trade Value Shares
Change
Change in
Stake
HT
3001
Headlands Technologies
Illinois
– -$292K -1,114 Closed
CBTWT
3002
Community Bank & Trust (Waco, Texas)
Texas
– -$290K -1,109 Closed
LFGH
3003
Lee Financial Group Hawaii
Hawaii
– -$230K -1,106 Closed
CRG
3004
Cornerstone Retirement Group
Nevada
– -$283K -1,082 Closed
VCM
3005
Vision Capital Management
Oregon
– -$278K -1,062 Closed
JWM
3006
Jessup Wealth Management
Ohio
– -$278K -1,061 Closed
LFM
3007
LGT Fund Management
Liechtenstein
– -$277K -1,060 Closed
PPW
3008
PACK Private Wealth
Minnesota
– -$275K -1,050 Closed
TA
3009
Tactive Advisors
Florida
– -$265K -1,013 Closed
LWAM
3010
Legacy Wealth Asset Management
Minnesota
– -$264K -1,010 Closed
AWA
3011
Archvest Wealth Advisors
California
– -$263K -1,003 Closed
LC
3012
Lavaca Capital
Texas
– -$262K -1,000 Closed
CWA
3013
CM Wealth Advisors
Ohio
– -$265K -995 Closed
MPW
3014
MGO Private Wealth
California
– -$256K -978 Closed
DCM
3015
Difesa Capital Management
New York
– -$255K -975 Closed
BWIA
3016
Bryant Woods Investment Advisors
New York
– -$251K -959 Closed
BWM
3017
Birchcreek Wealth Management
Ohio
– -$241K -922 Closed
TFCP
3018
Twin Focus Capital Partners
Massachusetts
– -$239K -914 Closed
WAM
3019
Weiss Asset Management
Massachusetts
– -$231K -881 Closed
NWM
3020
NEIRG Wealth Management
Massachusetts
– -$225K -859 Closed
CFGSD
3021
Compass Financial Group (South Dakota)
South Dakota
– -$223K -852 Closed
IAP
3022
Indie Asset Partners
Indiana
– -$221K -843 Closed
CA
3023
Crane Advisory
California
– -$236K -836 Closed
AWM
3024
Alterna Wealth Management
Texas
– -$218K -832 Closed
TFA
3025
Trinity Financial Advisors
Ohio
– -$218K -831 Closed