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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
101
Engineers Gate Manager
New York
– -$36.4K -989 Closed
Creative Planning
102
Creative Planning
Kansas
– -$35.8K -973 Closed
WP
103
WealthShield Partners
North Carolina
– -$33.5K -910 Closed
EL
104
EWA LLC
Pennsylvania
– -$30.8K -837 Closed
AGAM
105
Audent Global Asset Management
California
– -$29.8K -810 Closed
CFO
106
Callan Family Office
Pennsylvania
– -$28.8K -782 Closed
Corient Private Wealth
107
Corient Private Wealth
Florida
– -$25.7K -698 Closed
LPL Financial
108
LPL Financial
California
– -$22.8K -619 Closed
MIC
109
Means Investment Company
Maine
– -$22.1K -600 Closed
SG Americas Securities
110
SG Americas Securities
New York
– -$20K -549 Closed
NG
111
Northstar Group
New York
– -$19.1K -518 Closed
AFA
112
American Financial Advisors
Georgia
– -$18.4K -500 Closed
WANY
113
Wealthspire Advisors (New York)
New York
– -$12.7K -344 Closed
Russell Investments Group
114
Russell Investments Group
United Kingdom
– -$11.8K -321 Closed
Citigroup
115
Citigroup
New York
– -$4.21K -115 Closed
SWM
116
Spire Wealth Management
Virginia
– -$2.76K -75 Closed
TRCT
117
Tower Research Capital (TRC)
New York
– -$1.82K -49 Closed
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
– -$1.66K -45 Closed
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
– -$911 -40 -98%
AAP
120
Arax Advisory Partners
Colorado
– -$682 -19 Closed
ASN
121
Advisory Services Network
Georgia
– -$670 -18 Closed
HFS
122
Hughes Financial Services
Virginia
– -$456 -18 Closed
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
– -$432 -12 Closed
AF
124
Allworth Financial
California
– -$299 -8 Closed
SWIM
125
Smallwood Wealth Investment Management
New Jersey
– -$138 -4 Closed