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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1026
Quantitative Investment Management
Virginia
-$286K -6,645 Closed
SF
1027
Symphony Financial
Texas
-$263K -6,171 Closed
BJL
1028
Brighton Jones LLC
Washington
-$248K -5,749 Closed
CA
1029
Continuum Advisory
Idaho
-$245K -5,671 Closed
YIH
1030
Y-Intercept (HK)
Hong Kong
-$241K -5,589 Closed
AIP
1031
Almanack Investment Partners
Pennsylvania
-$239K -5,539 Closed
FFA
1032
Founders Financial Alliance
North Carolina
-$234K -5,423 Closed
VVP
1033
Venture Visionary Partners
Ohio
-$233K -5,398 Closed
PNC
1034
Park National Corp
Ohio
-$205K -4,759 Closed
FA
1035
FDx Advisors
Illinois
-$214K -4,568 Closed
IWA
1036
Icon Wealth Advisors
Texas
-$122K -2,828 Closed
SIC
1037
Salem Investment Counselors
North Carolina
-$102K -2,348 Closed
Zurich Cantonal Bank
1038
Zurich Cantonal Bank
Switzerland
-$58.4K -1,253 Closed
FC
1039
Fairscale Capital
New Hampshire
-$54K -1,239 Closed
TIM
1040
Tortoise Investment Management
New York
-$41.4K -960 Closed
MG
1041
Mather Group
Illinois
-$32.6K -755 Closed
HHGA
1042
Halbert Hargrove Global Advisors
California
-$31.1K -720 Closed
VWA
1043
VSM Wealth Advisory
Maryland
-$27.6K -640 Closed
JWM
1044
JPL Wealth Management
Colorado
-$24.8K -575 Closed
PCC
1045
Park Circle Company
Maryland
-$20.7K -480 Closed
ATC
1046
Advantage Trust Company
Kansas
-$10.4K -240 Closed
PMFA
1047
Plante Moran Financial Advisors
Michigan
-$10.4K -240 Closed
FCT
1048
First Community Trust
Iowa
-$6.91K -160 Closed
CA
1049
Centerpoint Advisors
Massachusetts
-$7K -152 Closed
KFP
1050
Kerr Financial Planning
California
-$5.02K -105 Closed