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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
726
Pathstone Family Office
New Jersey
-$31.7K -251 Closed
PA
727
Procyon Advisors
Connecticut
-$28K -225 Closed
IC
728
IEQ Capital
California
-$28K -221 Closed
AA
729
Advisory Alpha
Michigan
-$30.4K -214 Closed
MC
730
Martin Currie
United Kingdom
-$27K -196 Closed
ACM
731
Anfield Capital Management
California
-$18K -140 Closed
IWA
732
Intercontinental Wealth Advisors
Texas
-$15K -114 Closed
GDP
733
Great Diamond Partners
Maine
-$12K -96 Closed
VEA
734
Virtus ETF Advisers
New York
-$11K -86 Closed
RFA
735
Reilly Financial Advisors
California
-$9K -72 Closed
FRA
736
Front Row Advisors
California
-$8K -65 Closed
CI
737
Cordant Inc
Oregon
-$7K -55 Closed
HWM
738
Howard Wealth Management
Connecticut
-$5K -45 Closed
VCM
739
Vigilant Capital Management
Maine
-$5K -41 Closed
NIM
740
NuWave Investment Management
New Jersey
-$3K -25 Closed
RA
741
Rational Advisors
New York
-$3K -25 Closed
Chevy Chase Trust
742
Chevy Chase Trust
Maryland
-$2K -19 Closed
SSWG
743
Seven Springs Wealth Group
Tennessee
-$2K -18 Closed
BWA
744
BDO Wealth Advisors
Florida
-$2K -15 Closed
CWA
745
Capital Wealth Alliance
Arizona
-$2K -13 Closed
WWM
746
Willingdon Wealth Management
North Carolina
-$1K -7 Closed
MCM
747
MV Capital Management
Maryland
-$1K -5 Closed
AWM
748
Atticus Wealth Management
Florida
-$1K -4 Closed
BUB
749
BBVA USA Bancshares
Texas
-$1K -4 Closed
EW
750
Evoke Wealth
California
-$506 -4 Closed