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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
951
Total Clarity Wealth Management
Illinois
– -$348K -1,928 Closed
NL
952
NWAM LLC
Washington
– -$356K -1,876 Closed
CAG
953
Csenge Advisory Group
Florida
– -$330K -1,828 Closed
ONB
954
Old National Bancorp
Indiana
– -$323K -1,789 Closed
NVCHI
955
New Vernon Capital Holdings II
New Jersey
– -$296K -1,641 Closed
MBWA
956
Marin Bay Wealth Advisors
California
– -$295K -1,634 Closed
BAAM
957
Baker Avenue Asset Management
California
– -$293K -1,622 Closed
HP
958
Havemeyer Place
Connecticut
– -$293K -1,622 Closed
BM
959
Berman McAleer
Maryland
– -$284K -1,577 Closed
GA
960
Goldstein Advisors
Wisconsin
– -$277K -1,536 Closed
KF
961
Krilogy Financial
Missouri
– -$286K -1,510 Closed
WA
962
Wealth Alliance
New York
– -$272K -1,509 Closed
NW
963
NewEdge Wealth
Pennsylvania
– -$270K -1,499 Closed
LAM
964
Lewis Asset Management
California
– -$263K -1,460 Closed
BAMG
965
Brand Asset Management Group
Missouri
– -$261K -1,447 Closed
PWM
966
Perigon Wealth Management
California
– -$259K -1,434 Closed
TIAA Trust, National Association
967
TIAA Trust, National Association
North Carolina
– -$252K -1,399 Closed
PFPG
968
Pinnacle Financial Partners (Georgia)
Georgia
– -$252K -1,398 Closed
AAS
969
Ameritas Advisory Services
Nebraska
– -$242K -1,344 Closed
SFS
970
Sowell Financial Services
Arkansas
– -$242K -1,344 Closed
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
– -$241K -1,337 Closed
CIA
972
Caerus Investment Advisors
Texas
– -$240K -1,328 Closed
EI
973
EFG International
– -$237K -1,313 Closed
KFP
974
KMG Fiduciary Partners
Ohio
– -$233K -1,290 Closed
NAM
975
NorthCrest Asset Manangement
Minnesota
– -$251K -1,283 Closed