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Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
776
First Allied Advisory Services
California
-$314K -17,667 Closed
IUHSA
777
Itau Unibanco Holding S.A.
Brazil
-$282K -15,865 Closed
LP
778
LMR Partners
United Kingdom
-$230K -12,932 Closed
PTC
779
Petrus Trust Company
Texas
-$215K -12,124 Closed
ISL
780
Ingalls & Snyder LLC
New York
-$215K -12,100 Closed
American Century Companies
781
American Century Companies
Missouri
-$210K -11,858 Closed
CCB
782
Cutter & Co Brokerage
Missouri
-$187K -10,546 Closed
WKWM
783
Walter & Keenan Wealth Management
Indiana
-$186K -10,500 Closed
HWA
784
HCR Wealth Advisors
California
-$182K -10,239 Closed
RHBC
785
R.H. Bluestein & Co
Michigan
-$178K -10,000 Closed
BAM
786
Belpointe Asset Management
Nevada
-$112K -6,283 Closed
TPWA
787
TRUE Private Wealth Advisors
Oregon
-$99K -5,629 Closed
W
788
WealthStone
Ohio
-$77.7K -4,380 Closed
SIAP
789
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$71K -4,000 Closed
PFC
790
Phocas Financial Corp
California
-$70K -3,930 Closed
ESB
791
Essex Savings Bank
Connecticut
-$58K -3,274 Closed
PCP
792
Proficio Capital Partners
Massachusetts
-$50K -2,806 Closed
MF
793
Manchester Financial
California
-$46K -2,597 Closed
EWM
794
Executive Wealth Management
Michigan
-$42K -2,371 Closed
FCB
795
First Command Bank
Texas
-$29K -1,626 Closed
FCFS
796
First Command Financial Services
Texas
-$29K -1,626 Closed
AOWM
797
Alpha Omega Wealth Management
Virginia
-$28K -1,605 Closed
MS
798
Mizuho Securities
Japan
-$28K -1,590 Closed
MWC
799
MKD Wealth Coaches
Michigan
-$21K -1,205 Closed
SMFS
800
Squar Milner Financial Services
California
-$20K -1,124 Closed