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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Claris Advisors
Missouri
$1.18K +$1.13K +4 New
JFG
827
JDM Financial Group
Texas
$882 +$846 +3 New
SIS
828
Strategic Investment Solutions
Illinois
$599 +$564 +2 New
FPFS
829
First Personal Financial Services
North Carolina
$588 +$564 +2 New
PCWA
830
Pacific Capital Wealth Advisors
California
$588 +$564 +2 New
RTC
831
Riverview Trust Company
Washington
$588 +$564 +2 New
VAMG
832
Voisard Asset Management Group
Michigan
$588 +$564 +2 New
AP
833
Aspect Partners
Virginia
$294
ADL
834
Asset Dedication LLC
California
$294
CAM
835
Chesapeake Asset Management
New York
$293 +$282 +1 New
ACA
836
American Capital Advisory
Idaho
$29
DWM
837
Dogwood Wealth Management
Kansas
$4
CMP
838
Coston McIsaac & Partners
Maine
$2
CVA
839
Ceredex Value Advisors
Florida
-$84.9M -350,356 Closed
BAM
840
Burgundy Asset Management
Ontario, Canada
-$65.4M -269,796 Closed
First Trust Advisors
841
First Trust Advisors
Illinois
-$15.2M -62,792 Closed
GC
842
Gillson Capital
Illinois
-$8.37M -34,500 Closed
FC
843
FORA Capital
Florida
-$4.15M -17,133 Closed
SFC
844
Strategic Financial Concepts
Texas
-$55 -15,305 Closed
QIM
845
Quantitative Investment Management
Virginia
-$1.76M -7,251 Closed
RT
846
Rockland Trust
Massachusetts
-$1.75M -7,200 Closed
SWS
847
SYSTM Wealth Solutions
Illinois
-$1.65M -6,792 Closed
FDP
848
Financiere des Professionnels
Quebec, Canada
-$1.42M -5,923 Closed
FWIA
849
Fort Washington Investment Advisors
Ohio
-$1.18M -4,857 Closed
BA
850
Bridgewater Associates
Connecticut
-$1M -4,130 Closed