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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
2351
OneAscent Financial Services
Alabama
-$347K -4,340 Closed
AG
2352
Algert Global
California
-$344K -4,298 Closed
AFNAS
2353
American Financial Network Advisory Services
California
-$311K -3,889 Closed
RCWMU
2354
Rothschild & Co Wealth Management (UK)
United Kingdom
-$309K -3,867 Closed
DTL
2355
Dynamic Technology Lab
Singapore
-$302K -3,773 Closed
VWM
2356
Venturi Wealth Management
Texas
-$290K -3,620 Closed
F
2357
F3Logic
Minnesota
-$283K -3,530 Closed
MUS
2358
Mitsubishi UFJ Securities
Japan
-$257K -3,217 Closed
NS
2359
NewDay Solutions
New Hampshire
-$240K -2,972 Closed
CMI
2360
Clare Market Investments
Texas
-$232K -2,904 Closed
I
2361
INVST
Indiana
-$233K -2,887 Closed
NP
2362
NS Partners
United Kingdom
-$226K -2,830 Closed
HFA
2363
Huber Financial Advisors
Illinois
-$219K -2,737 Closed
EMG
2364
Ellington Management Group
Connecticut
-$218K -2,725 Closed
TA
2365
Trellis Advisors
Washington
-$214K -2,673 Closed
AA
2366
Alesco Advisors
New York
-$210K -2,620 Closed
TH
2367
Timber Hill
Connecticut
-$210K -2,620 Closed
MWM
2368
Meridian Wealth Management
Kentucky
-$2.07K -2,591 Closed
LFGH
2369
Lee Financial Group Hawaii
Hawaii
-$204K -2,552 Closed
FAT
2370
First American Trust
California
-$202K -2,516 Closed
PLFAM
2371
Pineno Levin & Ford Asset Management
Virginia
-$201K -2,515 Closed
CF
2372
Centaurus Financial
California
-$192K -2,400 Closed
MWM
2373
Mascoma Wealth Management
New Hampshire
-$152K -1,894 Closed
PFC
2374
Phocas Financial Corp
California
-$145K -1,813 Closed
MWC
2375
MKD Wealth Coaches
Michigan
-$2K -1,701 Closed