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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1201
Sandbox Financial Partners
Maryland
-$224K -8,443 Closed
EFS
1202
Essex Financial Services
Connecticut
-$222K -8,385 Closed
MFA
1203
Mayflower Financial Advisors
Massachusetts
-$220K -8,291 Closed
KFA
1204
Kelleher Financial Advisors
New York
-$218K -8,258 Closed
SFG
1205
Synergy Financial Group
California
-$217K -8,188 Closed
LWAC
1206
Laurel Wealth Advisors (California)
California
-$215K -8,137 Closed
GT
1207
Greenleaf Trust
Michigan
-$213K -8,046 Closed
FWM
1208
Forefront Wealth Management
Pennsylvania
-$208K -7,864 Closed
FFL
1209
Future Fund LLC
Illinois
-$206K -7,769 Closed
GA
1210
GraniteShares Advisors
New York
-$203K -7,675 Closed
FB
1211
Fulton Bank
Pennsylvania
-$203K -7,662 Closed
SBH
1212
Segall Bryant & Hamill
Illinois
-$200K -7,500 Closed
IWA
1213
Icon Wealth Advisors
Texas
-$149K -5,620 Closed
SOAMC
1214
Spirit of America Management Corp
New York
-$106K -4,000 Closed
CMF
1215
Counterpoint Mutual Funds
California
-$95K -3,584 Closed
DCM
1216
Dupont Capital Management
Delaware
-$91K -3,422 Closed
SFFS
1217
Stonehage Fleming Financial Services
Jersey
-$66K -2,525 Closed
SIM
1218
Sentry Investment Management
Wisconsin
-$56K -2,123 Closed
AIM
1219
Axiom Investment Management
New York
-$40K -1,500 Closed
OPW
1220
Oxler Private Wealth
New York
-$35.7K -1,348 Closed
M
1221
MOTCO
Texas
-$35K -1,310 Closed
LJHT
1222
Laurie J. Hall Trustee
-$29K -1,100 Closed
HNWAG
1223
High Net Worth Advisory Group
Florida
-$27K -1,000 Closed
MCM
1224
Manchester Capital Management
Vermont
-$26K -979 Closed
ECU
1225
Eisler Capital (UK)
United Kingdom
-$19K -700 Closed