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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1201
Quantitative Investment Management
Virginia
-$472K -2,096 Closed
GIA
1202
Gladstone Institutional Advisory
Florida
-$467K -2,071 Closed
SW
1203
SVB Wealth
Massachusetts
-$387K -1,716 Closed
SCM
1204
Steele Capital Management
Iowa
-$380K -1,685 Closed
ALAM
1205
Asahi Life Asset Management
Japan
-$376K -1,670 Closed
HFW
1206
Horizon Family Wealth
Illinois
-$365K -1,619 Closed
CT
1207
ClearAlpha Technologies
Connecticut
-$336K -1,490 Closed
BMCM
1208
Burns Matteson Capital Management
New York
-$327K -1,453 Closed
VAS
1209
Vestmark Advisory Solutions
Massachusetts
-$321K -1,425 Closed
1WM
1210
1858 Wealth Management
Ohio
-$285K -1,266 Closed
SYBT
1211
Stock Yards Bank & Trust
Kentucky
-$283K -1,254 Closed
CPC
1212
Consolidated Planning Corp
Georgia
-$281K -1,247 Closed
SRL
1213
Scientech Research LLC
New Jersey
-$280K -1,244 Closed
OTL
1214
Oak Thistle LLC
New York
-$279K -1,240 Closed
SWP
1215
Stratos Wealth Partners
Ohio
-$268K -1,191 Closed
HTC
1216
Haverford Trust Company
Pennsylvania
-$267K -1,172 Closed
SSG
1217
Summit Securities Group
New York
-$260K -1,153 Closed
AFG
1218
Atomi Financial Group
New York
-$254K -1,127 Closed
IWA
1219
IBEX Wealth Advisors
New Jersey
-$251K -1,115 Closed
VWM
1220
Vivid Wealth Management
Iowa
-$246K -1,093 Closed
VDBMI
1221
Van Den Berg Management I
Texas
-$243K -1,078 Closed
PWP
1222
Private Wealth Partners
California
-$225K -1,000 Closed
FFN
1223
Focus Financial Network
Minnesota
-$223K -992 Closed
BBA
1224
BLB&B Advisors
Pennsylvania
-$221K -980 Closed
FAIM
1225
Financial Advocates Investment Management
Washington
-$220K -978 Closed