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Name Holding Trade Value Shares
Change
Change in
Stake
FDS
1376
Freedom Day Solutions
Texas
-$261K -3,606 Closed
RSF
1377
Rik Saylor Financial
Ohio
-$261K -3,602 Closed
WAS
1378
Wealth Advisory Solutions
Indiana
-$259K -3,576 Closed
VCM
1379
Virtue Capital Management
Tennessee
-$263K -3,574 Closed
AF
1380
Aldebaran Financial
-$258K -3,570 Closed
CIC
1381
Carnegie Investment Counsel
Ohio
-$257K -3,555 Closed
Financial Engines Advisors
1382
Financial Engines Advisors
California
-$256K -3,544 Closed
CSIC
1383
Clifford Swan Investment Counsel
California
-$256K -3,543 Closed
CIP
1384
Convergence Investment Partners
Florida
-$256K -3,538 Closed
FFWM
1385
Future Financial Wealth Management
Ohio
-$234K -3,510 Closed
TWM
1386
Tradition Wealth Management
Minnesota
-$254K -3,510 Closed
VC
1387
Veery Capital
Delaware
-$250K -3,451 Closed
KWA
1388
Kingswood Wealth Advisors
California
-$249K -3,448 Closed
LMFP
1389
Larry Mathis Financial Planning
Arizona
-$249K -3,442 Closed
NW
1390
NewEdge Wealth
Pennsylvania
-$249K -3,439 Closed
VDC
1391
Van Diest Capital
Iowa
-$248K -3,420 Closed
OFP
1392
OLIO Financial Planning
Virginia
-$247K -3,408 Closed
OWA
1393
Opal Wealth Advisors
New York
-$246K -3,405 Closed
PTP
1394
Platform Technology Partners
New York
-$246K -3,394 Closed
WAAG
1395
Wealth Alliance Advisory Group
Kansas
-$245K -3,385 Closed
FOA
1396
Five Oceans Advisors
California
-$244K -3,377 Closed
SCM
1397
Shelton Capital Management
Colorado
-$243K -3,365 Closed
FFA
1398
Founders Financial Alliance
North Carolina
-$241K -3,335 Closed
JWM
1399
JGP Wealth Management
Oregon
-$240K -3,316 Closed
ESB
1400
Essex Savings Bank
Connecticut
-$237K -3,276 Closed