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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1001
Cornerstone Planning Group
New Jersey
$3.11K +$2.92K +9 New
GI
1002
Gradient Investments
Minnesota
$3.11K +$2.92K +9 New
CAS
1003
Coppell Advisory Solutions
Texas
$3.08K +$2.92K +9 New
DI
1004
Disciplined Investments
Oklahoma
$2.76K -$325 -1 -11%
CTB
1005
Country Trust Bank
Illinois
$2.76K – – –
AWM
1006
Atticus Wealth Management
Florida
$2.42K +$2.27K +7 New
SS
1007
Sunbelt Securities
Texas
$2.42K +$1.95K +6 +600%
GC
1008
Globeflex Capital
California
$2.42K +$2.27K +7 New
AW
1009
Avion Wealth
Texas
$2K +$325 +1 +13%
POIA
1010
Pin Oak Investment Advisors
Texas
$2K +$1.95K +6 New
CP
1011
Castleview Partners
Texas
$1.73K -$2.92K -9 -64%
BCMLT
1012
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K – – –
DF
1013
DecisionPoint Financial
Arizona
$1.73K – – –
HWP
1014
Highline Wealth Partners
California
$1.38K – – –
WWM
1015
Wolff Wiese Magana
California
$1.38K – – –
FSWA
1016
Financial Synergies Wealth Advisors
Texas
$1.04K +$650 +2 +200%
TFA
1017
Transamerica Financial Advisors
Florida
$1K – – –
HBW
1018
Hazlett, Burt & Watson
West Virginia
$1K +$974 +3 New
SF
1019
Safeguard Financial
Wisconsin
$1K +$1.3K +4 New
CCMI
1020
Creative Capital Management Investments
California
$690 – – –
SIS
1021
Sound Income Strategies
Florida
$19 – – –
Acadian Asset Management
1022
Acadian Asset Management
Massachusetts
– -$65.7M -208,323 Closed
AGA
1023
Altrinsic Global Advisors
Connecticut
– -$40.1M -127,250 Closed
CW
1024
Connectus Wealth
Ohio
– -$35.1M -111,210 Closed
SO
1025
STRS Ohio
Ohio
– -$30.7M -97,473 Closed