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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1301
Cassaday & Co Wealth Management
Virginia
– -$411K -2,200 Closed
CWM
1302
Circle Wealth Management
New Jersey
– -$392K -2,099 Closed
BBI
1303
Baxter Bros Inc
Connecticut
– -$373K -2,000 Closed
SP
1304
Symmetry Partners
Connecticut
– -$358K -1,919 Closed
ISB
1305
Iowa State Bank
Iowa
– -$330K -1,769 Closed
YC
1306
Yarbrough Capital
Tennessee
– -$315K -1,688 Closed
SA
1307
SL Advisors
New Jersey
– -$291K -1,602 Closed
PA
1308
PFG Advisors
Arizona
– -$287K -1,535 Closed
WP
1309
WMS Partners
Maryland
– -$270K -1,444 Closed
VV
1310
Verity & Verity
South Carolina
– -$263K -1,409 Closed
CMF
1311
Counterpoint Mutual Funds
California
– -$258K -1,384 Closed
SXL
1312
Summit X LLC
Missouri
– -$253K -1,356 Closed
IIC
1313
Integrated Investment Consultants
Michigan
– -$246K -1,320 Closed
SIA
1314
SkyView Investment Advisors
New Jersey
– -$240K -1,283 Closed
IA
1315
Insight Advisors
Pennsylvania
– -$236K -1,265 Closed
TW
1316
Transform Wealth
Colorado
– -$237K -1,265 Closed
LC
1317
LCNB Corp
Ohio
– -$231K -1,239 Closed
FAG
1318
Fortitude Advisory Group
Washington
– -$231K -1,238 Closed
PL
1319
Plancorp LLC
Missouri
– -$226K -1,210 Closed
EP
1320
Eudaimonia Partners
Tennessee
– -$223K -1,192 Closed
BFP
1321
Beacon Financial Planning
Massachusetts
– -$220K -1,178 Closed
SF
1322
Summit Financial
New Jersey
– -$220K -1,173 Closed
ILI
1323
Invesco LLC (Illinois)
Illinois
– -$218K -1,170 Closed
FWM
1324
FFT Wealth Management
Pennsylvania
– -$218K -1,167 Closed
FA
1325
Fiduciary Alliance
South Carolina
– -$218K -1,165 Closed