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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
751
CI Investments Inc
Ontario, Canada
– -$80K -277 Closed
QL
752
Quarry LP
New York
– -$76.3K -265 Closed
SC
753
Steph & Co
Wisconsin
– -$68.3K -237 Closed
Mather Group
754
Mather Group
Illinois
– -$49K -170 Closed
Advisory Services Network
755
Advisory Services Network
Georgia
– -$47.5K -165 Closed
TD Waterhouse Canada
756
TD Waterhouse Canada
Ontario, Canada
– -$47.2K -165 Closed
Ameritas Advisory Services
757
Ameritas Advisory Services
Nebraska
– -$32.3K -112 Closed
BOK Financial
758
BOK Financial
Oklahoma
– -$27.7K -96 Closed
MFG
759
Mendota Financial Group
Wisconsin
– -$23K -80 Closed
BHWM
760
Beaird Harris Wealth Management
Texas
– -$16.1K -56 Closed
Wealthspire Advisors (New York)
761
Wealthspire Advisors (New York)
New York
– -$15.3K -53 Closed
RA
762
Rise Advisors
New York
– -$13.5K -47 Closed
CCM
763
Cloud Capital Management
Washington
– -$4K -15 Closed
Manning & Napier Advisors
764
Manning & Napier Advisors
New York
– -$3.46K -12 Closed
WTA
765
Washington Trust Advisors
Massachusetts
– -$2.64K -9 Closed
JWM
766
JPL Wealth Management
Colorado
– -$1.73K -6 Closed
MAM
767
Marquette Asset Management
Minnesota
– -$1.73K -6 Closed
TIM
768
Tortoise Investment Management
New York
– -$1.73K -6 Closed
WWA
769
Wealth Watch Advisors
Colorado
– -$1.15K -4 Closed
CT
770
Clearstead Trust
Maine
– -$865 -3 Closed
DWM
771
Dogwood Wealth Management
Kansas
– -$864 -3 Closed
MSWM
772
Mowery & Schoenfeld Wealth Management
Illinois
– -$865 -3 Closed
BIM
773
Breakwater Investment Management
Washington
– -$577 -2 Closed
HWP
774
Highline Wealth Partners
California
– -$576 -2 Closed
Ancora Advisors
775
Ancora Advisors
Ohio
– -$288 -1 Closed