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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1426
Curi Wealth Management
North Carolina
– -$50K -614 Closed
BBPWM
1427
Blue Bell Private Wealth Management
Pennsylvania
– -$48K -593 Closed
AIP
1428
Ahrens Investment Partners
Louisiana
– -$46K -565 Closed
AP
1429
Atwood & Palmer
Missouri
– -$36K -445 Closed
CA
1430
CoreCap Advisors
Michigan
– -$34K -418 Closed
MG
1431
MilWealth Group
Wisconsin
– -$24.6K -301 Closed
PH
1432
Pinnacle Holdings
Oklahoma
– -$24.5K -300 Closed
CI
1433
CX Institutional
Indiana
– -$23K -286 Closed
BMD
1434
Better Money Decisions
New Mexico
– -$20K -244 Closed
VRM
1435
Vectors Research Management
New York
– -$19K -237 Closed
RIM
1436
Rockbridge Investment Management
New York
– -$15K -184 Closed
HFS
1437
Heritage Financial Services
Massachusetts
– -$14K -175 Closed
HF
1438
Halpern Financial
Virginia
– -$12.6K -154 Closed
RCWMU
1439
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$12K -152 Closed
EI
1440
Ellevest Inc
New York
– -$10K -127 Closed
CJL
1441
Cyrus J. Lawrence
New York
– -$8K -97 Closed
SLAM
1442
Swiss Life Asset Management
– -$7.6K -93 Closed
AWM
1443
Activest Wealth Management
Florida
– -$6K -77 Closed
CWM
1444
CarsonAllaria Wealth Management
Illinois
– -$4K -50 Closed
LCM
1445
Logan Capital Management
Pennsylvania
– -$3K -39 Closed
AW
1446
Avion Wealth
Texas
– -$3K -37 Closed
SFG
1447
Steward Financial Group
Texas
– -$2K -34 Closed
TCWA
1448
Ten Capital Wealth Advisors
Washington
– -$3K -33 Closed
TCM
1449
Tradewinds Capital Management
Washington
– -$1K -10 Closed