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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1201
Stokes Family Office
Louisiana
-$332K -683 Closed
AS
1202
Altshuler Shaham
Israel
-$317K -651 Closed
SW
1203
SkyOak Wealth
Michigan
-$315K -647 Closed
BHCM
1204
Brevan Howard Capital Management
Jersey
-$304K -625 Closed
GWM
1205
Gitterman Wealth Management
New Jersey
-$300K -616 Closed
LAS
1206
Lloyd Advisory Services
Georgia
-$289K -594 Closed
SM
1207
Sciencast Management
New Jersey
-$273K -562 Closed
XF
1208
XML Financial
Maryland
-$243K -500 Closed
VVP
1209
Venture Visionary Partners
Ohio
-$239K -491 Closed
Westfield Capital Management
1210
Westfield Capital Management
Massachusetts
-$235K -482 Closed
ST
1211
Sabal Trust
Florida
-$231K -475 Closed
AWA
1212
Aaron Wealth Advisors
Illinois
-$213K -438 Closed
EI
1213
Ellevest Inc
New York
-$213K -437 Closed
CAC
1214
Certified Advisory Corp
Florida
-$212K -435 Closed
NHC
1215
Nicholas Hoffman & Company
Georgia
-$212K -435 Closed
WB
1216
West Bancorporation
Iowa
-$210K -432 Closed
NFA
1217
Northern Financial Advisors
Michigan
-$210K -431 Closed
WA
1218
Wealth Alliance
New York
-$209K -430 Closed
HSA
1219
HBK Sorce Advisory
Pennsylvania
-$208K -428 Closed
JSL
1220
JT Stratford LLC
Georgia
-$208K -428 Closed
FAIM
1221
Financial Advocates Investment Management
Washington
-$207K -425 Closed
KFGK
1222
Keystone Financial Group (Kentucky)
Kentucky
-$204K -420 Closed
WANY
1223
Wealthspire Advisors (New York)
New York
-$204K -420 Closed
HTC
1224
Haverford Trust Company
Pennsylvania
-$202K -416 Closed
LGG
1225
Luts & Greenleigh Group
Maryland
-$202K -415 Closed