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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Arista Wealth Management
Nevada
– -$241K -1,000 Closed
APM
1177
a16z Perennial Management
California
– -$238K -987 Closed
SW
1178
Simplicity Wealth
New Jersey
– -$236K -979 Closed
OCM
1179
One Capital Management
California
– -$230K -957 Closed
PW
1180
PUREfi Wealth
Massachusetts
– -$228K -946 Closed
RCA
1181
Resonant Capital Advisors
Wisconsin
– -$226K -939 Closed
DDPIC
1182
Deroy & Devereaux Private Investment Counsel
Michigan
– -$225K -935 Closed
HBS
1183
Howard Bailey Securities
Indiana
– -$224K -929 Closed
AGA
1184
Arkos Global Advisors
Texas
– -$218K -904 Closed
FA
1185
FDx Advisors
Illinois
– -$216K -902 Closed
BAAM
1186
Baker Avenue Asset Management
California
– -$217K -901 Closed
SB
1187
SIG Brokerage
New York
– -$202K -887 Closed
PDL
1188
Portfolio Design Labs
California
– -$211K -876 Closed
IPAM
1189
Investment Partners Asset Management
New Jersey
– -$209K -870 Closed
RSS
1190
Rosenblum Silverman Sutton
California
– -$209K -870 Closed
LFA
1191
Legend Financial Advisors
Pennsylvania
– -$207K -859 Closed
TCWA
1192
Turtle Creek Wealth Advisors
Texas
– -$204K -847 Closed
WANY
1193
Wealthspire Advisors (New York)
New York
– -$64.3K -267 Closed
NFSG
1194
Newbridge Financial Services Group
Florida
– -$59.5K -247 Closed
RA
1195
Rise Advisors
New York
– -$51.5K -214 Closed
VC
1196
Vestor Capital
Illinois
– -$43K -178 Closed
POIA
1197
Pin Oak Investment Advisors
Texas
– -$32K -133 Closed
FC
1198
Fairscale Capital
New Hampshire
– -$31.3K -130 Closed
JWM
1199
JPL Wealth Management
Colorado
– -$29.9K -124 Closed
EDRH
1200
Edmond de Rothschild Holding
Switzerland
– -$26.5K -110 Closed