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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
851
Insight Wealth Strategies
California
-$578K -936 Closed
WANY
852
Wealthspire Advisors (New York)
New York
-$520K -842 Closed
QIM
853
Quantitative Investment Management
Virginia
-$419K -680 Closed
EWA
854
Exencial Wealth Advisors
Oklahoma
-$375K -608 Closed
LAM
855
LifePro Asset Management
California
-$365K -591 Closed
SFS
856
Sowell Financial Services
Arkansas
-$362K -562 Closed
PF
857
Phoenix Financial
Israel
-$307K -510 Closed
RCM
858
Requisite Capital Management
Texas
-$309K -500 Closed
LCWP
859
Legacy Capital Wealth Partners
Arkansas
-$253K -409 Closed
PG
860
Pendal Group
Australia
-$251K -406 Closed
ICP
861
Interchange Capital Partners
Pennsylvania
-$306K -403 Closed
FHC
862
First Heartland Consultants
Missouri
-$248K -402 Closed
PFA
863
Pinnacle Family Advisors
Missouri
-$240K -388 Closed
SPM
864
Symmetry Peak Management
Pennsylvania
-$233K -377 Closed
LNB
865
Ledyard National Bank
-$228K -370 Closed
TCA
866
Transcend Capital Advisors
New Jersey
-$221K -358 Closed
LFAS
867
Level Four Advisory Services
Texas
-$211K -341 Closed
VFA
868
Valeo Financial Advisors
Indiana
-$125K -202 Closed
WAP
869
Wealthcare Advisory Partners
Pennsylvania
-$122K -198 Closed
EFS
870
Essex Financial Services
Connecticut
-$114K -184 Closed
MF
871
Manchester Financial
California
-$112K -181 Closed
AP
872
Arlington Partners
Alabama
-$54K -88 Closed
NIC
873
Northwest Investment Counselors
Oregon
-$37K -60 Closed
EP
874
Eudaimonia Partners
Tennessee
-$32K -52 Closed
TCOV
875
Trust Company of Vermont
Vermont
-$23K -37 Closed