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Name Holding Trade Value Shares
Change
Change in
Stake
GEM
1951
Global Endowment Management
North Carolina
-$238K -1,446 Closed
AW
1952
Alteri Wealth
California
-$236K -1,435 Closed
BCM
1953
Bayesian Capital Management
New York
-$232K -1,412 Closed
TI
1954
TrueMark Investments
Illinois
-$228K -1,385 Closed
CFG
1955
Cooper Financial Group
California
-$228K -1,382 Closed
PFG
1956
Prosperity Financial Group
California
-$227K -1,380 Closed
SA
1957
SRN Advisors
Pennsylvania
-$227K -1,380 Closed
KA
1958
Kovack Advisors
Florida
-$227K -1,379 Closed
NRW
1959
Nova R Wealth
Kansas
-$226K -1,372 Closed
RSWM
1960
Robertson Stephens Wealth Management
California
-$222K -1,350 Closed
NCM
1961
Noesis Capital Mangement
Florida
-$221K -1,341 Closed
FAFN
1962
First Affirmative Financial Network
Colorado
-$220K -1,337 Closed
NBWM
1963
North Berkeley Wealth Management
California
-$220K -1,334 Closed
SEIA
1964
Signature Estate & Investment Advisors
California
-$218K -1,321 Closed
CCA
1965
Cobblestone Capital Advisors
New York
-$215K -1,308 Closed
PJSIMP
1966
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$214K -1,298 Closed
AWA
1967
AGH Wealth Advisors
Kansas
-$209K -1,268 Closed
SGCA
1968
Steel Grove Capital Advisors
Tennessee
-$208K -1,265 Closed
QC
1969
Quent Capital
New York
-$208K -1,261 Closed
VF
1970
Vest Financial
Virginia
-$207K -1,259 Closed
CWP
1971
Cyndeo Wealth Partners
Florida
-$206K -1,249 Closed
AFA
1972
Allium Financial Advisors
Oregon
-$205K -1,245 Closed
FCM
1973
Fourpath Capital Management
Oklahoma
-$205K -1,245 Closed
TBC
1974
Ted Buchan & Co
California
-$203K -1,230 Closed
BPW
1975
Bingham Private Wealth
California
-$202K -1,229 Closed