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Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
1226
Financial Planning & Information Services
Wisconsin
-$226K -5,852 Closed
HA
1227
Homestead Advisers
Virginia
-$225K -5,826 Closed
CWA
1228
Clarus Wealth Advisors
Arizona
-$215K -5,766 Closed
WAG
1229
Windsor Advisory Group
Ohio
-$221K -5,724 Closed
HCA
1230
Hyperion Capital Advisors
New York
-$221K -5,720 Closed
WCM
1231
Windsor Capital Management
Arizona
-$219K -5,686 Closed
IPWA
1232
International Private Wealth Advisors
California
-$218K -5,644 Closed
LBC
1233
Lowe Brockenbrough & Co
Virginia
-$218K -5,644 Closed
EM
1234
ELCO Management
New York
-$217K -5,630 Closed
GIM
1235
Guild Investment Management
California
-$217K -5,626 Closed
SCM
1236
Spring Capital Management
Texas
-$215K -5,582 Closed
AC
1237
Avestar Capital
New York
-$215K -5,578 Closed
PGIM
1238
Pacific Global Investment Management
California
-$211K -5,468 Closed
GWP
1239
Gateway Wealth Partners
Wisconsin
-$208K -5,400 Closed
MAM
1240
Mainsail Asset Management
Alabama
-$208K -5,400 Closed
PS
1241
Planned Solutions
California
-$208K -5,400 Closed
AWA
1242
Aaron Wealth Advisors
Illinois
-$207K -5,372 Closed
WA
1243
Wealthstream Advisors
New York
-$207K -5,360 Closed
AT
1244
Arden Trust
Delaware
-$206K -5,328 Closed
LPT
1245
Legacy Private Trust
Wisconsin
-$205K -5,314 Closed
AFT
1246
Alpha Family Trust
California
-$205K -5,310 Closed
EH
1247
Equitable Holdings
New York
-$204K -5,300 Closed
VST
1248
Van Strum & Towne
California
-$204K -5,300 Closed
KWM
1249
Kingsview Wealth Management
Oregon
-$204K -5,296 Closed
SHGA
1250
Sand Hill Global Advisors
California
-$203K -5,266 Closed