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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1526
Capital Wealth Planning
Florida
– -$251K -1,054 Closed
RIA
1527
Realta Investment Advisors
Delaware
– -$250K -1,052 Closed
PCM
1528
Prelude Capital Management
New York
– -$239K -1,006 Closed
BC
1529
Burney Company
Virginia
– -$239K -1,005 Closed
ST
1530
Sageworth Trust
Pennsylvania
– -$239K -1,005 Closed
FMLI
1531
Fukoku Mutual Life Insurance
Japan
– -$238K -1,000 Closed
SP
1532
Symmetry Partners
Connecticut
– -$222K -933 Closed
WP
1533
WMS Partners
Maryland
– -$216K -909 Closed
NERM
1534
New England Research & Management
Illinois
– -$214K -900 Closed
TIA
1535
Trust Investment Advisors
Indiana
– -$210K -884 Closed
OWMIAS
1536
One Wealth Management Investment & Advisory Services
Florida
– -$210K -882 Closed
OCM
1537
One Capital Management
California
– -$207K -871 Closed
AC
1538
Allstate Corporation
Illinois
– -$202K -847 Closed
LWMM
1539
Legacy Wealth Management (Mississippi)
Mississippi
– -$201K -844 Closed
MA
1540
Mutual Advisors
Nebraska
– -$203K -821 Closed
HT
1541
Headlands Technologies
Illinois
– -$129K -544 Closed
TFF
1542
The Family Firm
Maryland
– -$109K -458 Closed
CBT
1543
Central Bank & Trust
Kentucky
– -$68.8K -289 Closed
OWA
1544
Opal Wealth Advisors
New York
– -$64.5K -271 Closed
GLR
1545
Great Lakes Retirement
Ohio
– -$34.6K -145 Closed
TWP
1546
Triad Wealth Partners
Kansas
– -$25.7K -108 Closed
LFA
1547
LGT Financial Advisors
Texas
– -$22.6K -95 Closed
Cohen & Steers
1548
Cohen & Steers
New York
– -$19K -79 Closed
SWS
1549
SYSTM Wealth Solutions
Illinois
– -$16.9K -71 Closed
FPFS
1550
First Personal Financial Services
North Carolina
– -$15.9K -67 Closed