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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2101
Sagace Wealth Management
Florida
-$253K -2,979 Closed
UAS
2102
United Asset Strategies
New York
-$224K -2,976 Closed
PFPT
2103
Pinnacle Financial Partners (Tennessee)
Tennessee
-$223K -2,970 Closed
QPWM
2104
Quadrant Private Wealth Management
Pennsylvania
-$223K -2,964 Closed
FC
2105
Fusion Capital
South Carolina
-$221K -2,936 Closed
WE
2106
Wealth Effects
Massachusetts
-$220K -2,927 Closed
SAM
2107
Seelaus Asset Management
New Jersey
-$219K -2,920 Closed
BWM
2108
BCGM Wealth Management
Indiana
-$219K -2,919 Closed
WAM
2109
Worth Asset Management
Texas
-$218K -2,906 Closed
JCM
2110
Jacobi Capital Management
Pennsylvania
-$217K -2,889 Closed
FPAS
2111
Focus Partners Advisor Solutions
Missouri
-$217K -2,887 Closed
LA
2112
Lifeworks Advisors
Michigan
-$216K -2,868 Closed
TW
2113
Traveka Wealth
California
-$215K -2,861 Closed
TCWA
2114
Turtle Creek Wealth Advisors
Texas
-$215K -2,857 Closed
KOC
2115
Koss-Olinger Consulting
Florida
-$214K -2,852 Closed
GGA
2116
Granite Group Advisors
Connecticut
-$213K -2,835 Closed
WP
2117
Westmount Partners
California
-$213K -2,834 Closed
EFL
2118
ERn Financial LLC
Wisconsin
-$213K -2,832 Closed
RBFC
2119
Roman Butler Fullerton & Co
Missouri
-$233K -2,803 Closed
CIA
2120
Choate Investment Advisors
Massachusetts
-$210K -2,788 Closed
DCM
2121
DGS Capital Management
New Jersey
-$209K -2,784 Closed
TCWM
2122
Total Clarity Wealth Management
Illinois
-$208K -2,767 Closed
SIC
2123
Samalin Investment Counsel
New York
-$207K -2,758 Closed
NG
2124
Norden Group
Utah
-$207K -2,752 Closed
BBA
2125
BLB&B Advisors
Pennsylvania
-$206K -2,744 Closed