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Name Holding Trade Value Shares
Change
Change in
Stake
AI
701
Atria Investments
North Carolina
– -$507K -9,088 Closed
OWA
702
One Wealth Advisors
California
– -$477K -8,549 Closed
PP
703
Pacifica Partners
Canada
– -$472K -8,460 Closed
TC
704
Touchstone Capital
Pennsylvania
– -$334K -5,997 Closed
SL
705
Summitry LLC
California
– -$320K -5,748 Closed
MGWM
706
Marks Group Wealth Management
Minnesota
– -$297K -5,322 Closed
MWM
707
Mindset Wealth Management
Indiana
– -$295K -5,300 Closed
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
– -$289K -5,180 Closed
CI
709
Corient IA
Florida
– -$279K -5,000 Closed
STA
710
Summit Trail Advisors
New York
– -$255K -4,566 Closed
JWCA
711
J.W. Cole Advisors
Florida
– -$243K -4,353 Closed
SCA
712
Stonebridge Capital Advisors
Minnesota
– -$238K -4,269 Closed
BJL
713
Brighton Jones LLC
Washington
– -$238K -4,265 Closed
FPAS
714
Focus Partners Advisor Solutions
Missouri
– -$226K -4,044 Closed
VAS
715
Vestmark Advisory Solutions
Massachusetts
– -$206K -3,696 Closed
NC
716
North Capital
Utah
– -$150K -2,688 Closed
IWA
717
Icon Wealth Advisors
Texas
– -$132K -2,361 Closed
GLF
718
Groupe la Francaise
France
– -$85.8K -1,793 Closed
A
719
Allianz
Germany
– -$34.7K -622 Closed
AAS
720
Ameritas Advisory Services
Nebraska
– -$32.5K -582 Closed
RFG
721
REAP Financial Group
Texas
– -$27.1K -486 Closed
SC
722
Steph & Co
Wisconsin
– -$25.8K -463 Closed
FLFS
723
Family Legacy Financial Solutions
North Carolina
– -$19K -341 Closed
WSFS
724
Wilmington Savings Fund Society
Delaware
– -$18K -322 Closed
1M
725
1248 Management
Missouri
– -$17.8K -320 Closed