Name Holding Trade Value Shares
Change
Change in
Stake
SWS
751
SYSTM Wealth Solutions
Illinois
– -$266K -3,056 Closed
HSA
752
HBK Sorce Advisory
Pennsylvania
– -$266K -3,053 Closed
CA
753
Carson Advisory
Georgia
– -$261K -2,995 Closed
VF
754
Virtu Financial
New York
– -$255K -2,932 Closed
Lido Advisors
755
Lido Advisors
California
– -$254K -2,913 Closed
KWM
756
Keebeck Wealth Management
Illinois
– -$230K -2,636 Closed
EIC
757
Equity Investment Corp
Georgia
– -$222K -2,545 Closed
GLA
758
Good Life Advisors
Pennsylvania
– -$217K -2,493 Closed
MFAM
759
Motley Fool Asset Management
Virginia
– -$214K -2,458 Closed
P
760
Pitcairn
Pennsylvania
– -$208K -2,390 Closed
WWC
761
Waypoint Wealth Counsel
Georgia
– -$207K -2,377 Closed
BFG
762
Beacon Financial Group
Texas
– -$205K -2,355 Closed
KIA
763
KCM Investment Advisors
California
– -$205K -2,355 Closed
SAM
764
Silvercrest Asset Management
New York
– -$201K -2,311 Closed
HT
765
Headlands Technologies
Illinois
– -$55.1K -632 Closed
CFM
766
Catalyst Funds Management
Australia
– -$52.3K -600 Closed
PMFA
767
Plante Moran Financial Advisors
Michigan
– -$30.5K -350 Closed
AT
768
Avalon Trust
New Mexico
– -$26.1K -300 Closed
PPC
769
Park Place Capital
Alabama
– -$16.1K -185 Closed
CA
770
CoreCap Advisors
Michigan
– -$10.5K -121 Closed
LB
771
Legacy Bridge
Iowa
– -$8.45K -97 Closed
NIC
772
Northwest Investment Counselors
Oregon
– -$5.49K -63 Closed
IPW
773
Impact Partnership Wealth
Georgia
– -$4.36K -50 Closed
CCM
774
Chilton Capital Management
Texas
– -$2.61K -30 Closed
FPB
775
First PREMIER Bank
South Dakota
– -$2K -22 Closed