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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1726
SteelPeak Wealth
California
– -$238K -976 Closed
KFC
1727
Klingenstein Fields & Co
New York
– -$238K -975 Closed
PPW
1728
Pinnacle Private Wealth
Massachusetts
– -$236K -966 Closed
BO
1729
BRR OpCo
Ohio
– -$234K -957 Closed
BJL
1730
Brighton Jones LLC
Washington
– -$233K -956 Closed
GAG
1731
GM Advisory Group
New York
– -$233K -956 Closed
LCC
1732
Lincoln Capital Corp
Rhode Island
– -$233K -956 Closed
WG
1733
Welch Group
Alabama
– -$233K -956 Closed
DBRC
1734
D.B. Root & Company
Pennsylvania
– -$232K -952 Closed
BCA
1735
Bay Colony Advisors
Massachusetts
– -$231K -945 Closed
CC
1736
Callan Capital
California
– -$230K -943 Closed
BWA
1737
Bordeaux Wealth Advisors
California
– -$230K -941 Closed
FAM
1738
Flaharty Asset Management
Florida
– -$229K -939 Closed
MA
1739
Mosaic Advisors
Texas
– -$227K -932 Closed
WCP
1740
Wick Capital Partners
Pennsylvania
– -$226K -925 Closed
KCM
1741
KRS Capital Management
Michigan
– -$223K -915 Closed
LCM
1742
Lattice Capital Management
Washington
– -$223K -915 Closed
AWM
1743
Alterna Wealth Management
Texas
– -$223K -913 Closed
CWM
1744
C2C Wealth Management
Arizona
– -$221K -903 Closed
IF
1745
Integrity Financial
Wyoming
– -$220K -900 Closed
PCM
1746
Poehling Capital Management
Wisconsin
– -$220K -900 Closed
LWM
1747
Laidlaw Wealth Management
New York
– -$219K -897 Closed
FOA
1748
Five Oceans Advisors
California
– -$218K -894 Closed
FA
1749
Faithward Advisors
Pennsylvania
– -$218K -891 Closed
LWM
1750
Liberty Wealth Management
California
– -$212K -871 Closed