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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1951
Morningstar Investment Management
Illinois
-$348K -2,133 Closed
CD
1952
Chapin Davis
Maryland
-$377K -1,930 Closed
WSA
1953
Warm Springs Advisors
California
-$311K -1,909 Closed
JWM
1954
Jupiter Wealth Management
Colorado
-$310K -1,905 Closed
VHAM
1955
Van Hulzen Asset Management
California
-$310K -1,905 Closed
CF
1956
Convergence Financial
Missouri
-$307K -1,884 Closed
ACS
1957
Archford Capital Strategies
Illinois
-$296K -1,817 Closed
FMI
1958
F/M Investments
District of Columbia
-$287K -1,763 Closed
WPW
1959
Watershed Private Wealth
Illinois
-$284K -1,744 Closed
BAM
1960
Blueshift Asset Management
New Jersey
-$280K -1,718 Closed
BFA
1961
Beaumont Financial Advisors
Massachusetts
-$273K -1,676 Closed
WWM
1962
Whalen Wealth Management
Nevada
-$271K -1,661 Closed
GC
1963
GFG Capital
Florida
-$257K -1,576 Closed
FFA
1964
Fairfield Financial Advisors
Massachusetts
-$246K -1,512 Closed
SIA
1965
Sovereign Investment Advisors
Arizona
-$246K -1,507 Closed
BCA
1966
Bay Colony Advisors
Massachusetts
-$237K -1,454 Closed
SCTC
1967
Sanibel Captiva Trust Company
Florida
-$232K -1,424 Closed
MW
1968
Marcum Wealth
Ohio
-$226K -1,386 Closed
PTC
1969
Petrus Trust Company
Texas
-$219K -1,343 Closed
TCM
1970
Traynor Capital Management
Pennsylvania
-$212K -1,300 Closed
RCM
1971
RB Capital Management
Nevada
-$210K -1,290 Closed
KFS
1972
Kaizen Financial Strategies
California
-$209K -1,283 Closed
LFA
1973
Legacy Financial Advisors
Kentucky
-$209K -1,282 Closed
CCA
1974
Cottonwood Capital Advisors
Utah
-$208K -1,278 Closed
MG
1975
Marex Group
-$205K -1,258 Closed