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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
601
Essex Financial Services
Connecticut
-$145K -15,092 Closed
IRC
602
Investors Research Corp
Georgia
-$123K -14,923 Closed
HPM
603
Hoxton Planning & Management
West Virginia
-$119K -14,450 Closed
SAG
604
SageView Advisory Group
California
-$116K -14,097 Closed
SW
605
SVB Wealth
Massachusetts
-$104K -12,567 Closed
KPWS
606
Kestra Private Wealth Services
Texas
-$103K -12,489 Closed
MIS
607
Morningstar Investment Services
Illinois
-$104K -12,342 Closed
VC
608
Vicus Capital
Pennsylvania
-$99.3K -12,017 Closed
CB
609
Commerce Bank
Missouri
-$95.4K -11,554 Closed
EC
610
EntryPoint Capital
New York
-$87.3K -10,565 Closed
DAS
611
Dynamic Advisor Solutions
Arizona
-$85.7K -10,377 Closed
SWP
612
Strategic Wealth Partners
Ohio
-$84.3K -10,211 Closed
NRC
613
New Republic Capital
North Carolina
-$84.3K -10,204 Closed
BF
614
BOK Financial
Oklahoma
-$57.6K -6,972 Closed
QT
615
Quantbot Technologies
New York
-$50.5K -6,114 Closed
CC
616
Cultivar Capital
Texas
-$39.5K -4,786 Closed
RFG
617
RFP Financial Group
Georgia
-$19.8K -2,395 Closed
OWA
618
Opal Wealth Advisors
New York
-$16.4K -1,982 Closed
CA
619
Crewe Advisors
Utah
-$16.1K -1,953 Closed
MSWM
620
Mowery & Schoenfeld Wealth Management
Illinois
-$15.6K -1,889 Closed
RWMG
621
Redwood Wealth Management Group
New Jersey
-$14.6K -1,769 Closed
CHC
622
City Holding Co
West Virginia
-$14.2K -1,715 Closed
WIA
623
Wetzel Investment Advisors
Indiana
-$7.62K -898 Closed
RFA
624
Register Financial Advisors
Georgia
-$7.38K -893 Closed
AFIA
625
America First Investment Advisors
Nebraska
-$4.13K -500 Closed