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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1551
Investment Advisory Services
Texas
-$222K -996 Closed
MWAM
1552
Manhattan West Asset Management
California
-$219K -984 Closed
SIA
1553
Soltis Investment Advisors
Utah
-$218K -978 Closed
TFP
1554
Tilia Fiduciary Partners
North Carolina
-$217K -974 Closed
MAWA
1555
Moss Adams Wealth Advisors
Washington
-$217K -972 Closed
LFAS
1556
Level Four Advisory Services
Texas
-$214K -961 Closed
BA
1557
Bridgewater Advisors
New York
-$213K -955 Closed
QFA
1558
Quantum Financial Advisors
California
-$212K -953 Closed
CFGW
1559
Chancellor Financial Group WB
Pennsylvania
-$212K -952 Closed
FG
1560
Foster Group
Iowa
-$212K -951 Closed
IIC
1561
Integrated Investment Consultants
Michigan
-$209K -940 Closed
BWP
1562
Balboa Wealth Partners
Arizona
-$208K -933 Closed
CWG
1563
Cornerstone Wealth Group
North Carolina
-$208K -933 Closed
ST
1564
Somerset Trust
Pennsylvania
-$207K -931 Closed
WA
1565
Waddell & Associates
Tennessee
-$205K -922 Closed
TIA
1566
Tiemann Investment Advisors
California
-$204K -916 Closed
OWM
1567
OneAscent Wealth Management
Alabama
-$204K -914 Closed
BSSFA
1568
Baron Silver Stevens Financial Advisors
Florida
-$203K -912 Closed
MNBTD
1569
Moody National Bank Trust Division
Texas
-$202K -906 Closed
PAG
1570
Private Advisory Group
Washington
-$201K -904 Closed
FFG
1571
Fiduciary Financial Group
California
-$202K -902 Closed
HNWAG
1572
High Net Worth Advisory Group
Florida
-$201K -900 Closed
MPPLM
1573
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$200K -899 Closed
JWS
1574
Juncture Wealth Strategies
Arizona
-$200K -898 Closed
GWM
1575
Gitterman Wealth Management
New Jersey
-$138K -620 Closed