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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
951
Consolidated Planning Corp
Georgia
– -$264K -7,134 Closed
AWA
952
Arete Wealth Advisors
Illinois
– -$254K -6,842 Closed
OIA
953
OneDigital Investment Advisors
Kansas
– -$251K -6,766 Closed
BI
954
Ballast Inc
Kentucky
– -$248K -6,703 Closed
BWP
955
BSW Wealth Partners
Colorado
– -$239K -6,454 Closed
BC
956
Bridgefront Capital
Texas
– -$231K -6,234 Closed
Schroder Investment Management Group
957
Schroder Investment Management Group
United Kingdom
– -$216K -5,830 Closed
DWM
958
Drive Wealth Management
Utah
– -$214K -5,736 Closed
SEC
959
Seven Eight Capital
New York
– -$210K -5,659 Closed
EFSCE
960
Enterprise Financial Services Corp (EFSC)
Missouri
– -$206K -5,561 Closed
AIA
961
Armor Investment Advisors
North Carolina
– -$201K -5,437 Closed
TWM
962
Tradition Wealth Management
Minnesota
– -$107K -2,878 Closed
RFA
963
Resurgent Financial Advisors
Georgia
– -$71.7K -1,934 Closed
GWS
964
Glassman Wealth Services
Virginia
– -$50.9K -1,373 Closed
PI
965
PEAK6 Investments
Illinois
– -$49.7K -1,206 Closed
JFGIW
966
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$33.2K -889 Closed
BWM
967
BKM Wealth Management
Wisconsin
– -$31.7K -856 Closed
OA
968
Operose Advisors
Wisconsin
– -$29.5K -796 Closed
FWM
969
Focused Wealth Management
New York
– -$24K -647 Closed
FBC
970
Fairfield, Bush & Co
Connecticut
– -$17.5K -473 Closed
PS
971
Planned Solutions
California
– -$14.8K -399 Closed
LF
972
Lee Financial
Texas
– -$13.3K -360 Closed
GI
973
Gradient Investments
Minnesota
– -$11.6K -314 Closed
UCB
974
United Community Bank
South Carolina
– -$8.08K -218 Closed
FIA
975
FNY Investment Advisers
New York
– -$7K -200 Closed