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Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
– -$238K -5,814 Closed
MFGM
252
Marshall Financial Group (Maryland)
Maryland
– -$219K -5,340 Closed
FIM
253
Freedom Investment Management
Connecticut
– -$218K -5,317 Closed
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
– -$51.9K -1,269 Closed
FAG
255
Fortitude Advisory Group
Washington
– -$33K -818 Closed
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
– -$25K -600 Closed
LSA
257
Leonteq Securities AG
Switzerland
– -$16.5K -403 Closed
Group One Trading
258
Group One Trading
Illinois
– -$6K -150 Closed
Jones Financial Companies
259
Jones Financial Companies
Missouri
– -$6K -141 Closed
ACM
260
Aquatic Capital Management
Illinois
– -$4K -100 Closed
UOTTAIMCU
261
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$3K -80 Closed
TFO
262
Tarbox Family Office
California
– -$3K -78 Closed
CA
263
Clearstead Advisors
Ohio
– -$2K -59 Closed
GRP
264
Global Retirement Partners
California
– -$2K -57 Closed
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2K -50 Closed
PFS
266
Prospera Financial Services
Texas
– -$2K -39 Closed
GWS
267
Glassman Wealth Services
Virginia
– -$1K -26 Closed
CI
268
Cordant Inc
Oregon
– -$1K -20 Closed
DI
269
Disciplined Investments
Oklahoma
– -$76 -2 -18%
SFG
270
Steward Financial Group
Texas
– +$153 +4 New