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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1526
Realta Investment Advisors
Delaware
-$250K -1,052 Closed
PCM
1527
Prelude Capital Management
New York
-$239K -1,006 Closed
BC
1528
Burney Company
Virginia
-$239K -1,005 Closed
ST
1529
Sageworth Trust
Pennsylvania
-$239K -1,005 Closed
FMLI
1530
Fukoku Mutual Life Insurance
Japan
-$238K -1,000 Closed
SP
1531
Symmetry Partners
Connecticut
-$222K -933 Closed
WP
1532
WMS Partners
Maryland
-$216K -909 Closed
NERM
1533
New England Research & Management
Illinois
-$214K -900 Closed
TIA
1534
Trust Investment Advisors
Indiana
-$210K -884 Closed
OWMIAS
1535
One Wealth Management Investment & Advisory Services
Florida
-$210K -882 Closed
OCM
1536
One Capital Management
California
-$207K -871 Closed
AC
1537
Allstate Corporation
Illinois
-$202K -847 Closed
LWMM
1538
Legacy Wealth Management (Mississippi)
Mississippi
-$201K -844 Closed
MA
1539
Mutual Advisors
Nebraska
-$203K -821 Closed
HT
1540
Headlands Technologies
Illinois
-$129K -544 Closed
TFF
1541
The Family Firm
Maryland
-$109K -458 Closed
CBT
1542
Central Bank & Trust
Kentucky
-$68.8K -289 Closed
OWA
1543
Opal Wealth Advisors
New York
-$64.5K -271 Closed
GLR
1544
Great Lakes Retirement
Ohio
-$34.6K -145 Closed
TWP
1545
Triad Wealth Partners
Kansas
-$25.7K -108 Closed
LFA
1546
LGT Financial Advisors
Texas
-$22.6K -95 Closed
Cohen & Steers
1547
Cohen & Steers
New York
-$19K -79 Closed
SWS
1548
SYSTM Wealth Solutions
Illinois
-$16.9K -71 Closed
FPFS
1549
First Personal Financial Services
North Carolina
-$15.9K -67 Closed
VAG
1550
VisionPoint Advisory Group
Texas
-$15K -63 Closed