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Name Holding Trade Value Shares
Change
Change in
Stake
IR
501
Invictus RG
Bermuda
– -$159K -442 Closed
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$147K -410 Closed
TPWA
503
TRUE Private Wealth Advisors
Oregon
– -$118K -331 Closed
FEG
504
Financial Enhancement Group
Indiana
– -$40K -111 Closed
FCH
505
Freestone Capital Holdings
Washington
– -$30.5K -85 Closed
FWM
506
ForthRight Wealth Management
Georgia
– -$27K -75 Closed
NICM
507
Neo Ivy Capital Management
New York
– -$21K -59 Closed
GWS
508
Glassman Wealth Services
Virginia
– -$17.4K -49 -98%
CT
509
Clearstead Trust
Maine
– -$11K -32 Closed
RWA
510
Ropes Wealth Advisors
Massachusetts
– -$10K -28 Closed
BSSFA
511
Baron Silver Stevens Financial Advisors
Florida
– -$6K -19 Closed
MFT
512
Moisand Fitzgerald Tamayo
Florida
– -$6K -16 Closed
ABC
513
Associated Banc-Corp
Wisconsin
– -$5K -14 Closed
CCA
514
Childress Capital Advisors
Texas
– -$4K -12 Closed
RPWA
515
Regent Peak Wealth Advisors
Georgia
– -$4K -12 Closed
AF
516
Allworth Financial
California
– -$4K -10 Closed
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
– -$1K -4 Closed
ZB
518
Zions Bancorporation
Utah
– -$1K -4 Closed
VCG
519
Vantage Consulting Group
Virginia
– -$1K -3 Closed
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -2 Closed