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Name Holding Trade Value Shares
Change
Change in
Stake
SLG
3501
Stanley-Laman Group
Pennsylvania
-$259K -1,249 Closed
CST
3502
Charles Schwab Trust
Nevada
-$253K -1,218 Closed
NFP
3503
Narus Financial Partners
Utah
-$250K -1,201 Closed
VPP
3504
Vertex Planning Partners
Illinois
-$248K -1,192 Closed
RW
3505
RVW Wealth
California
-$240K -1,155 Closed
AAMC
3506
Asset Allocation & Management Company
Illinois
-$239K -1,150 Closed
CI
3507
Carroll Investors
South Carolina
-$235K -1,131 Closed
DFCM
3508
Dark Forest Capital Management
Puerto Rico
-$234K -1,125 Closed
MWM
3509
Moran Wealth Management
Florida
-$232K -1,115 Closed
CF
3510
Clarity Financial
Texas
-$231K -1,114 Closed
LBC
3511
Lawrence B. Cohen
-$231K -1,111 Closed
SKK
3512
Shepherd Kaplan Krochuk
Massachusetts
-$225K -1,083 Closed
DWA
3513
Delap Wealth Advisory
Oregon
-$216K -1,042 Closed
CA
3514
CapWealth Advisors
Tennessee
-$215K -1,036 Closed
CWMU
3515
Caliber Wealth Management (Utah)
Utah
-$213K -1,026 Closed
Belvedere Trading
3516
Belvedere Trading
Illinois
-$210K -1,009 Closed
ECM
3517
EMC Capital Management
Texas
-$208K -1,000 Closed
HCM
3518
HMS Capital Management
Tennessee
-$205K -986 Closed
LCC
3519
Lincoln Capital Corp
Rhode Island
-$204K -981 Closed
SEC
3520
Seven Eight Capital
New York
-$202K -974 Closed
PFM
3521
Patton Fund Management
Texas
-$200K -964 Closed
AF
3522
Affiance Financial
Minnesota
-$184K -884 Closed
CAS
3523
Coppell Advisory Solutions
Texas
-$154K -740 Closed
CASC
3524
Coppell Advisory Solutions Corp
Texas
-$154K -740 Closed
LWP
3525
Laurel Wealth Planning
Minnesota
-$152K -732 Closed