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Name Holding Trade Value Shares
Change
Change in
Stake
KP
926
Keel Point
Alabama
– -$264K -643 Closed
IF
927
IRON Financial
Illinois
– -$263K -640 Closed
BS
928
Banco Santander
Spain
– -$242K -591 Closed
BPCE
929
Bank Pictet & Cie (Europe)
Germany
– -$238K -581 Closed
FMWA
930
Forvis Mazars Wealth Advisors
Missouri
– -$236K -576 Closed
MS
931
Maven Securities
Jersey
– -$230K -575 Closed
GC
932
Grace Capital
Massachusetts
– -$234K -570 Closed
BSW
933
Buckingham Strategic Wealth
Missouri
– -$212K -517 Closed
Fisher Asset Management
934
Fisher Asset Management
Washington
– -$212K -517 Closed
FWIA
935
Fort Washington Investment Advisors
Ohio
– -$208K -506 Closed
PFA
936
Pinnacle Family Advisors
Missouri
– -$206K -502 Closed
RPWA
937
Regent Peak Wealth Advisors
Georgia
– -$165K -403 Closed
VCG
938
Vantage Consulting Group
Virginia
– -$134K -327 Closed
CAAS
939
Capital Asset Advisory Services
Michigan
– -$120K -293 Closed
FCH
940
Freestone Capital Holdings
Washington
– -$115K -280 Closed
LGA
941
Lebenthal Global Advisors
New York
– -$110K -270 Closed
FWM
942
Focused Wealth Management
New York
– -$103K -250 Closed
DSC
943
Duncker Streett & Co
Missouri
– -$62K -150 Closed
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$62K -150 Closed
PS
945
Planned Solutions
California
– -$51K -125 Closed
CCA
946
Childress Capital Advisors
Texas
– -$33K -80 Closed
AIC
947
Archer Investment Corporation
Indiana
– -$27.5K -67 Closed
WOSD
948
WFA of San Diego
California
– -$410K -65 Closed
BWA
949
Burt Wealth Advisors
Maryland
– -$25K -60 Closed
ICP
950
Interchange Capital Partners
Pennsylvania
– -$23K -57 Closed