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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
GK Wealth Management
Nevada
-$214K -681 Closed
BOS
502
Bank of Stockton
California
-$210K -670 Closed
PCA
503
Pallas Capital Advisors
Massachusetts
-$210K -669 Closed
BMWM
504
Brown Miller Wealth Management
Virginia
-$207K -660 Closed
Hudson Bay Capital Management
505
Hudson Bay Capital Management
Connecticut
-$207K -660 Closed
FWM
506
Fonville Wealth Management
Virginia
-$203K -646 Closed
MYAM
507
Meiji Yasuda Asset Management
Japan
-$201K -641 Closed
TSMHT
508
Thurston Springer Miller Herd & Titak
Indiana
-$146K -466 Closed
Macquarie Group
509
Macquarie Group
Australia
-$137K -437 Closed
CFB
510
Cullen/Frost Bankers
Texas
-$118K -375 Closed
GWM
511
Geneos Wealth Management
Colorado
-$47.4K -151 Closed
VSQM
512
V-Square Quantitative Management
Illinois
-$29.2K -93 Closed
BIG
513
Brooklyn Investment Group
New York
-$23.2K -74 Closed
MAFA
514
MJT & Associates Financial Advisory
Minnesota
-$10.7K -34 Closed
WA
515
Whipplewood Advisors
Colorado
-$5.65K -18 Closed
FCAS
516
First Command Advisory Services
Texas
-$2.83K -9 Closed
PA
517
Pineridge Advisors
Missouri
-$2.2K -7 Closed
T
518
Transce3nd
Texas
-$1.57K -5 Closed
SC
519
Stephens Consulting
Michigan
-$942 -3 Closed
AT
520
Arlington Trust
Alabama
-$628 -2 Closed
HIA
521
HFM Investment Advisors
New Jersey
-$628 -2 Closed
PWA
522
Principia Wealth Advisory
Texas
-$628 -2 Closed
ACA
523
American Capital Advisory
Idaho
-$314 -1 Closed
QWM
524
Quaker Wealth Management
New Jersey
-$314 -1 Closed
TPWA
525
Twin Peaks Wealth Advisors
California
-$258 -1 Closed