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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1026
Prudential plc
United Kingdom
– -$542K -6,458 Closed
FC
1027
FORA Capital
Florida
– -$537K -6,404 Closed
CCIA
1028
Campbell & Co Investment Adviser
Maryland
– -$522K -6,227 Closed
Macquarie Group
1029
Macquarie Group
Australia
– -$519K -6,193 Closed
IUHSA
1030
Itau Unibanco Holding S.A.
Brazil
– -$496K -5,909 Closed
AWA
1031
Arete Wealth Advisors
Illinois
– -$427K -5,096 Closed
FAM
1032
Formidable Asset Management
Ohio
– -$361K -4,859 Closed
OFG
1033
Oxford Financial Group
Indiana
– -$385K -4,592 Closed
VI
1034
Versor Investments
New York
– -$353K -4,203 Closed
SFP
1035
Shepherd Financial Partners
Massachusetts
– -$327K -3,900 Closed
LFA
1036
Legacy Financial Advisors
Kentucky
– -$287K -3,421 Closed
AFG
1037
Allegheny Financial Group
Pennsylvania
– -$277K -3,301 Closed
Kovitz Investment Group Partners
1038
Kovitz Investment Group Partners
Illinois
– -$265K -3,164 Closed
TDC
1039
Thompson Davis & Co
Virginia
– -$258K -3,075 Closed
PCMH
1040
Polymer Capital Management (HK)
Hong Kong
– -$252K -3,000 Closed
KWM
1041
Kiker Wealth Management
Georgia
– -$250K -2,985 Closed
TCM
1042
TABR Capital Management
California
– -$247K -2,920 Closed
LA
1043
LVW Advisors
New York
– -$235K -2,797 Closed
Envestnet Portfolio Solutions
1044
Envestnet Portfolio Solutions
Illinois
– -$223K -2,656 Closed
AGA
1045
Arkos Global Advisors
Texas
– -$222K -2,642 Closed
MWS
1046
MFA Wealth Services
California
– -$218K -2,601 Closed
AI
1047
Accredited Investors
Minnesota
– -$205K -2,442 Closed
IAS
1048
Integrity Advisory Solutions
Texas
– -$204K -2,426 Closed
M1FG
1049
Mach-1 Financial Group
Arkansas
– -$204K -2,426 Closed
FWA
1050
FSM Wealth Advisors
Ohio
– -$203K -2,420 Closed