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Name Holding Trade Value Shares
Change
Change in
Stake
I
1276
INVST
Indiana
– -$887K -10,179 Closed
IP
1277
Isthmus Partners
Wisconsin
– -$794K -9,111 Closed
AG
1278
AIA Group
Hong Kong
– -$789K -9,053 Closed
AO
1279
Advisor OS
Illinois
– -$774K -8,886 Closed
MA
1280
MJP Associates
Connecticut
– -$730K -8,380 Closed
SCM
1281
SOL Capital Management
Maryland
– -$728K -8,355 Closed
CWA
1282
Crux Wealth Advisors
California
– -$629K -7,225 Closed
JWCA
1283
J.W. Cole Advisors
Florida
– -$578K -6,788 Closed
OF
1284
Optimize Financial
California
– -$568K -6,524 Closed
CG
1285
Cynosure Group
Utah
– -$503K -5,774 Closed
HAG
1286
HighPoint Advisor Group
Illinois
– -$497K -5,705 Closed
MWP
1287
Meriwether Wealth & Planning
Louisiana
– -$480K -5,513 Closed
EWA
1288
Exit Wealth Advisors
Georgia
– -$480K -5,509 Closed
DFA
1289
Davies Financial Advisors
California
– -$479K -5,495 Closed
LIA
1290
Limestone Investment Advisors
New York
– -$475K -5,452 Closed
LAI
1291
Legal Advantage Investments
California
– -$467K -5,363 Closed
IFG
1292
Independent Financial Group
California
– -$450K -5,163 Closed
CCM
1293
Capstone Capital Management
– -$436K -5,003 Closed
CA
1294
Centerpoint Advisors
Massachusetts
– -$436K -5,000 Closed
TCPW
1295
Twin City Private Wealth
North Carolina
– -$421K -4,830 Closed
WANY
1296
Wealthspire Advisors (New York)
New York
– -$407K -4,677 Closed
FFM
1297
Forum Financial Management
Illinois
– -$382K -4,389 Closed
OCBCO
1298
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$379K -4,352 Closed
A
1299
AlphaQuest
New York
– -$374K -4,291 Closed
AWM
1300
Axxcess Wealth Management
California
– -$340K -3,906 Closed