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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
726
Capital CS Group
California
– -$218K -1,500 Closed
VWM
727
Venturi Wealth Management
Texas
– -$212K -1,500 Closed
SA
728
Sovran Advisors
California
– -$243K -1,467 Closed
KHCM
729
Kirtland Hills Capital Management
Ohio
– -$207K -1,464 Closed
KCM
730
KRS Capital Management
Michigan
– -$207K -1,462 Closed
PS
731
Principal Securities
Iowa
– -$206K -1,457 Closed
IP
732
Intellectus Partners
California
– -$205K -1,449 Closed
HWM
733
HB Wealth Management
Georgia
– -$203K -1,433 Closed
V
734
ViaWealth
Kansas
– -$202K -1,431 Closed
LWL
735
Leo Wealth LLC
Texas
– -$202K -1,428 Closed
Kovitz Investment Group Partners
736
Kovitz Investment Group Partners
Illinois
– -$201K -1,419 Closed
MA
737
Mutual Advisors
Nebraska
– -$236K -1,419 Closed
CPC
738
Congress Park Capital
New York
– -$200K -1,415 Closed
SWM
739
SeaCrest Wealth Management
New York
– -$226K -1,354 Closed
WANY
740
Wealthspire Advisors (New York)
New York
– -$189K -1,334 Closed
MS
741
Mizuho Securities
Japan
– -$141K -1,000 Closed
FLP
742
Financial Life Planners
Arizona
– -$140K -991 Closed
FIA
743
FNY Investment Advisers
New York
– -$130K -923 Closed
CI
744
Cordant Inc
Oregon
– -$116K -822 Closed
BAMF
745
BI Asset Management Fondsmaeglerselskab
Denmark
– -$103K -730 Closed
GPFA
746
Game Plan Financial Advisors
Ohio
– -$103K -725 Closed
BCM
747
Berbice Capital Management
New York
– -$99K -700 Closed
FLFS
748
Family Legacy Financial Solutions
North Carolina
– -$84.9K -600 Closed
MCM
749
Manchester Capital Management
Vermont
– -$46.7K -330 Closed
SIM
750
Sentry Investment Management
Wisconsin
– -$53K -319 Closed