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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
601
Stableford Capital II
Arizona
– -$544K -19,499 Closed
USAA
602
United Services Automobile Association
Texas
– -$395K -14,379 Closed
CIM
603
Contravisory Investment Management
Massachusetts
– -$392K -14,305 Closed
UCFA
604
United Capital Financial Advisors
Texas
– -$386K -14,070 Closed
TSS
605
Two Sigma Securities
New York
– -$358K -13,056 Closed
PFO
606
Pathstone Family Office
New Jersey
– -$152K -12,019 Closed
VF
607
Virtu Financial
New York
– -$324K -11,799 Closed
KAS
608
Kestra Advisory Services
Texas
– -$323K -11,770 Closed
Massachusetts Financial Services
609
Massachusetts Financial Services
Massachusetts
– -$301K -10,970 Closed
RFO
610
RiverGlades Family Offices
Florida
– -$263K -9,600 Closed
CCM
611
CTC Capital Management
Illinois
– -$236K -8,600 Closed
PFM
612
Patton Fund Management
Texas
– -$210K -7,665 Closed
KIA
613
Kraematon Investment Advisors
Massachusetts
– -$150K -5,463 Closed
CCA
614
Column Capital Advisors
Indiana
– -$79.5K -2,900 Closed
USCWA
615
U.S. Capital Wealth Advisors
Texas
– -$45.5K -1,658 Closed
MCC
616
Money Concepts Capital
Florida
– -$44.6K -1,628 Closed
HNWAG
617
High Net Worth Advisory Group
Florida
– -$34.7K -1,266 Closed
RBC
618
Romano Brothers & Co
Illinois
– -$31.3K -1,141 Closed
CJL
619
Cyrus J. Lawrence
New York
– -$27K -967 Closed
FCB
620
First Command Bank
Texas
– -$23K -832 Closed
FCFS
621
First Command Financial Services
Texas
– -$23K -832 Closed
OWA
622
One Wealth Advisors
California
– -$15.8K -576 Closed
AWM
623
Accurate Wealth Management
Florida
– -$15.7K -570 Closed
MUMSS
624
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$13K -490 Closed
FA
625
Fiduciary Alliance
South Carolina
– -$8.2K -299 Closed