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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
851
Global Retirement Partners
California
– -$80K -3,691 Closed
MC
852
Maverick Capital
Texas
– -$65K -3,007 Closed
IWA
853
IBEX Wealth Advisors
New Jersey
– -$58K -2,700 Closed
CI
854
CX Institutional
Indiana
– -$46K -2,147 Closed
BC
855
Bartlett & Co
Ohio
– -$29K -1,333 Closed
BCWM
856
Bartlett & Co Wealth Management
Ohio
– -$28.8K -1,333 Closed
WLPWM
857
Walled Lake Planning & Wealth Management
Illinois
– -$28K -1,272 Closed
KIG
858
Kowal Investment Group
Wisconsin
– -$24K -1,129 Closed
DOA
859
D'Orazio & Associates
Virginia
– -$24K -1,101 Closed
LWM
860
Liberty Wealth Management
California
– -$17K -746 Closed
UFF
861
USA Financial Formulas
Michigan
– -$15K -673 Closed
FCM
862
Firestone Capital Management
Florida
– -$13K -650 Closed
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -360 Closed
RA
864
Resolute Advisors
California
– -$7K -346 Closed
Capstone Investment Advisors
865
Capstone Investment Advisors
New York
– -$6.61K -285 -100%
APWA
866
Atlas Private Wealth Advisors
New Jersey
– -$6K -276 Closed
JCM
867
Jacobi Capital Management
Pennsylvania
– -$5K -228 Closed
FCAS
868
First Command Advisory Services
Texas
– -$2K -109 Closed
SSC
869
Syverson Strege & Co
Iowa
– -$2K -109 Closed
CAC
870
Certified Advisory Corp
Florida
– -$2K -92 Closed
MA
871
MCF Advisors
Kentucky
– -$2K -78 Closed
FFA
872
Freedman Financial Associates
Massachusetts
– -$2K -77 Closed
FFWM
873
Future Financial Wealth Management
Ohio
– +$23 +1 New
BA
874
Bivin & Associates
Oklahoma
– +$464 +20 New
KFP
875
KB Financial Partners
New Jersey
– +$464 +20 New