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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
801
First Trust Direct Indexing
Massachusetts
– -$97K -926 Closed
LCWP
802
Legacy Capital Wealth Partners
Arkansas
– -$88K -843 Closed
LGA
803
Lebenthal Global Advisors
New York
– -$66K -631 Closed
PAI
804
Pittenger & Anderson Inc
Nebraska
– -$60K -575 Closed
ICP
805
Interchange Capital Partners
Pennsylvania
– -$56K -535 Closed
RE
806
RBC Europe
United Kingdom
– -$52.5K -500 Closed
MCM
807
McMillion Capital Management
North Carolina
– -$41K -394 Closed
AWM
808
AllSquare Wealth Management
New York
– -$40K -381 Closed
NICM
809
Neo Ivy Capital Management
New York
– -$35K -333 Closed
RWA
810
Ropes Wealth Advisors
Massachusetts
– -$32K -305 Closed
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$26K -250 Closed
CA
812
Clearstead Advisors
Ohio
– -$23K -223 Closed
ADL
813
Asset Dedication LLC
California
– -$23K -216 Closed
RPWA
814
Regent Peak Wealth Advisors
Georgia
– -$22K -210 Closed
TFIPS
815
Towarzystwo Funduszy Inwestycyjnych PZU SA
– -$21K -200 Closed
KC
816
Knuff & Co
California
– -$18K -170 Closed
CCA
817
Childress Capital Advisors
Texas
– -$11K -105 Closed
WAM
818
Wolverine Asset Management
Illinois
– -$9K -93 Closed
AWM
819
Avior Wealth Management
Nebraska
– -$9K -89 Closed
CAGAS
820
Capital Advisory Group Advisory Services
Minnesota
– -$6K -54 Closed
LAS
821
Lloyd Advisory Services
Georgia
– -$6K -54 Closed
CYG
822
Clean Yield Group
Vermont
– -$5K -50 Closed
TWM
823
Tradition Wealth Management
Minnesota
– -$5K -50 Closed
VAIA
824
Virtus Alternative Investment Advisers
Connecticut
– -$5K -50 Closed
TPWA
825
TRUE Private Wealth Advisors
Oregon
– -$3K -37 Closed