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Name Holding Trade Value Shares
Change
Change in
Stake
DY
1251
Dowling & Yahnke
California
-$242K -1,254 Closed
CL
1252
Choreo LLC
Illinois
-$242K -1,252 Closed
HSA
1253
HBK Sorce Advisory
Pennsylvania
-$240K -1,243 Closed
MSAM
1254
Moloney Securities Asset Management
Missouri
-$239K -1,238 Closed
IWM
1255
IHT Wealth Management
Illinois
-$236K -1,222 Closed
BHTS
1256
Bar Harbor Trust Services
Maine
-$236K -1,221 Closed
PL
1257
Parthenon LLC
Kentucky
-$235K -1,217 Closed
PPCM
1258
Pillar Pacific Capital Management
California
-$234K -1,212 Closed
Jones Financial Companies
1259
Jones Financial Companies
Missouri
-$234K -1,211 Closed
OAM
1260
Optimal Asset Management
California
-$232K -1,200 Closed
OWM
1261
Orgel Wealth Management
Wisconsin
-$232K -1,200 Closed
Cetera Investment Advisers
1262
Cetera Investment Advisers
Illinois
-$230K -1,193 Closed
LFAS
1263
Level Four Advisory Services
Texas
-$233K -1,191 Closed
VCM
1264
Vivaldi Capital Management
Illinois
-$228K -1,184 Closed
FFA
1265
First Foundation Advisors
California
-$228K -1,181 Closed
HHAA
1266
Henry H. Armstrong Associates
Pennsylvania
-$227K -1,175 Closed
Coatue Management
1267
Coatue Management
New York
-$226K -1,171 Closed
MFG
1268
Magnus Financial Group
New York
-$225K -1,166 Closed
GAB
1269
German American Bancorp
Indiana
-$225K -1,165 Closed
XM
1270
XTX Markets
New York
-$224K -1,162 Closed
LBC
1271
Lowe Brockenbrough & Co
Virginia
-$224K -1,159 Closed
WI
1272
WrapManager Inc
California
-$222K -1,149 Closed
CIC
1273
Cornercap Investment Counsel
Georgia
-$220K -1,138 Closed
WSTAM
1274
Wilbanks Smith & Thomas Asset Management
Virginia
-$218K -1,132 Closed
AWE
1275
Avidian Wealth Enterprises
Texas
-$216K -1,121 Closed