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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
– -$236K -531 Closed
NCM
602
Northside Capital Management
Oregon
– -$226K -510 Closed
DT
603
Diversified Trust
Tennessee
– -$225K -508 Closed
RFP
604
Roth Financial Partners
Texas
– -$222K -500 Closed
VAS
605
Vestmark Advisory Solutions
Massachusetts
– -$221K -498 Closed
PCIA
606
Prime Capital Investment Advisors
Kansas
– -$259K -490 Closed
PA
607
Profund Advisors
Maryland
– -$217K -490 Closed
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
– -$211K -476 Closed
IAN
609
Integrated Advisors Network
Texas
– -$206K -465 Closed
Assenagon Asset Management
610
Assenagon Asset Management
Luxembourg
– -$206K -464 Closed
CCM
611
Coldstream Capital Management
Washington
– -$203K -457 Closed
TAM
612
Tealwood Asset Management
Minnesota
– -$201K -453 Closed
T
613
TCWP
Ohio
– -$52K -118 Closed
CFB
614
Cullen/Frost Bankers
Texas
– -$44K -100 Closed
WAS
615
Winch Advisory Services
Wisconsin
– -$35K -79 Closed
PMFA
616
Plante Moran Financial Advisors
Michigan
– -$33K -75 Closed
AP
617
Arlington Partners
Alabama
– -$25K -57 Closed
AWA
618
Aaron Wealth Advisors
Illinois
– -$19.1K -43 Closed
RTC
619
Riverview Trust Company
Washington
– -$17K -39 Closed
CI
620
Carroll Investors
South Carolina
– -$15K -36 Closed
ADL
621
Asset Dedication LLC
California
– -$12K -26 Closed
BFC
622
Bedel Financial Consulting
Indiana
– -$7K -16 Closed
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
– -$7.1K -16 Closed
EFS
624
Econ Financial Services
Pennsylvania
– -$6K -13 Closed
PCA
625
Providence Capital Advisors
North Carolina
– -$4K -10 Closed