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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
2901
Werba Rubin Papier Wealth Management
California
– -$223K -6,890 Closed
PP
2902
PDT Partners
New York
– -$220K -6,800 Closed
DJYG
2903
David J. Yvars Group
Florida
– -$219K -6,750 Closed
KAS
2904
KPP Advisory Services
Kentucky
– -$218K -6,733 Closed
CWM
2905
Calamos Wealth Management
Illinois
– -$216K -6,667 Closed
BWCS
2906
Beirne Wealth Consulting Services
Connecticut
– -$247K -6,646 Closed
WAOI
2907
Wealth Advisors of Iowa
Iowa
– -$215K -6,627 Closed
CMBA
2908
C.M. Bidwell & Associates
Hawaii
– -$214K -6,595 Closed
CCM
2909
Canal Capital Management
Virginia
– -$213K -6,576 Closed
SPA
2910
Sherbrooke Park Advisers
New York
– -$212K -6,526 Closed
DIM
2911
Delta Investment Management
California
– -$210K -6,476 Closed
VIM
2912
VELA Investment Management
Ohio
– -$209K -6,438 Closed
SPW
2913
Sonoma Private Wealth
California
– -$207K -6,401 Closed
CPC
2914
Consolidated Planning Corp
Georgia
– -$206K -6,347 Closed
CSPAM
2915
Cary Street Partners Asset Management
Virginia
– -$205K -6,313 Closed
SB
2916
Sunflower Bank
Texas
– -$203K -6,256 Closed
AWP
2917
Atlas Wealth Partners
Pennsylvania
– -$200K -5,982 Closed
RCG
2918
Rock Creek Group
District of Columbia
– -$179K -5,536 Closed
HCA
2919
Heck Capital Advisors
Wisconsin
– -$148K -4,577 Closed
BAAM
2920
Baker Avenue Asset Management
California
– -$139K -4,290 Closed
RFA
2921
Register Financial Advisors
Georgia
– -$137K -4,215 Closed
MIA
2922
Milestone Investment Advisors
Wisconsin
– -$114K -3,511 Closed
WWP
2923
WR Wealth Planners
Missouri
– -$84.1K -2,594 Closed
KSWA
2924
Kathleen S. Wright Associates
Pennsylvania
– -$71.3K -2,200 Closed
AWA
2925
Authentikos Wealth Advisory
California
– -$68K -2,097 Closed