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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1076
Glassman Wealth Services
Virginia
– -$71.8K -3,334 Closed
QL
1077
Quarry LP
New York
– -$41.5K -1,926 Closed
RIM
1078
Rockbridge Investment Management
New York
– -$34.4K -1,598 Closed
PS
1079
Planned Solutions
California
– -$27.2K -1,264 Closed
OA
1080
Operose Advisors
Wisconsin
– -$27.2K -1,263 Closed
LA
1081
LM Advisors
California
– -$22.8K -1,058 Closed
NRG
1082
Nemes Rush Group
Michigan
– -$13.5K -625 Closed
CFS
1083
CGC Financial Services
Oregon
– -$10.8K -500 Closed
TVAMP
1084
Tennessee Valley Asset Management Partners
Tennessee
– -$10.3K -477 Closed
LJHT
1085
Laurie J. Hall Trustee
– -$9K -440 Closed
BWP
1086
Baldwin Wealth Partners
Massachusetts
– -$7.11K -330 Closed
ANBT
1087
American National Bank & Trust
Texas
– -$6.85K -318 Closed
TCWA
1088
Turtle Creek Wealth Advisors
Texas
– -$6.14K -285 Closed
LFA
1089
Level Financial Advisors
New York
– -$5.86K -272 Closed
WIA
1090
Wetzel Investment Advisors
Indiana
– -$5K -240 Closed
LTI
1091
Laffer Tengler Investments
Tennessee
– -$4.26K -198 Closed
TFGT
1092
TS Financial Group (TSFG)
Illinois
– -$4K -192 Closed
VCM
1093
Versant Capital Management
Arizona
– -$3.68K -171 Closed
TWD
1094
True Wealth Design
Ohio
– -$2.07K -96 Closed
TVWM
1095
Tower View Wealth Management
Wisconsin
– -$1K -44 Closed
LIWM
1096
Long Island Wealth Management
New York
– -$1K -25 Closed
BWL
1097
Bogart Wealth LLC
Virginia
– -$409 -19 Closed
MFT
1098
Moisand Fitzgerald Tamayo
Florida
– -$220 -10 Closed
FCAS
1099
First Command Advisory Services
Texas
– +$812 +40 New