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Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
1651
L.M. Kohn & Company
Ohio
– -$249K -22,992 Closed
PCP
1652
Proficio Capital Partners
Massachusetts
– -$248K -22,845 Closed
OFS
1653
Orrstown Financial Services
Pennsylvania
– -$245K -22,569 Closed
KI
1654
Kapitalo Investimentos
Brazil
– -$240K -22,082 Closed
PWM
1655
Palacios Wealth Management
Florida
– -$228K -20,968 Closed
NRI
1656
NFP Retirement Inc
California
– -$224K -20,621 Closed
SXL
1657
Summit X LLC
Missouri
– -$210K -19,375 Closed
Envestnet Portfolio Solutions
1658
Envestnet Portfolio Solutions
Illinois
– -$201K -18,500 Closed
PCMN
1659
Paradigm Capital Management (Nevada)
Nevada
– -$193K -17,811 Closed
CAC
1660
Certified Advisory Corp
Florida
– -$193K -17,798 Closed
AG
1661
Algert Global
California
– -$193K -17,746 Closed
SPWM
1662
Straight Path Wealth Management
Michigan
– -$187K -17,208 Closed
NI
1663
Natural Investments
California
– -$182K -16,821 Closed
TC
1664
TownSquare Capital
Utah
– -$181K -16,655 Closed
BFC
1665
Bedel Financial Consulting
Indiana
– -$175K -16,123 Closed
CGL
1666
Clarius Group LLC
Washington
– -$167K -15,429 Closed
HC
1667
Headland Capital
South Carolina
– -$167K -15,379 Closed
IC
1668
Iconiq Capital
California
– -$167K -15,349 Closed
PCA
1669
Pallas Capital Advisors
Massachusetts
– -$166K -15,324 Closed
BPC
1670
Bryce Point Capital
New York
– -$164K -15,150 Closed
GAM
1671
GEM Asset Management
Michigan
– -$174K -14,976 Closed
GPWM
1672
Grant Private Wealth Management
California
– -$162K -14,899 Closed
CFG
1673
Carter Financial Group
Illinois
– -$158K -14,773 Closed
PFPT
1674
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$160K -14,720 Closed
FBFS
1675
First Business Financial Services
Wisconsin
– -$160K -14,703 Closed