Name Holding Trade Value Shares
Change
Change in
Stake
CGA
551
Crescent Grove Advisors
Illinois
– -$114K -21,000 Closed
RWB
552
RMR Wealth Builders
New Jersey
– -$108K -19,898 Closed
BW
553
Bison Wealth
Georgia
– -$100K -18,425 Closed
ZIM
554
Zacks Investment Management
Illinois
– -$82K -15,000 Closed
SI
555
Stephens Inc
Arkansas
– -$69K -12,579 Closed
Squarepoint
556
Squarepoint
New York
– -$68K -12,389 Closed
FOA
557
Five Oceans Advisors
California
– -$67K -12,296 Closed
PA
558
Procyon Advisors
Connecticut
– -$64K -11,778 Closed
FB
559
Fulton Bank
Pennsylvania
– -$60K -11,072 Closed
JWM
560
JGP Wealth Management
Oregon
– -$55K -10,036 Closed
MP
561
McDonald Partners
Ohio
– -$55K -10,000 Closed
CG
562
Cutler Group
California
– -$43.5K -7,458 Closed
RIM
563
Rockbridge Investment Management
New York
– -$27K -5,000 Closed
JCM
564
Jacobi Capital Management
Pennsylvania
– -$23K -4,150 Closed
CMF
565
Counterpoint Mutual Funds
California
– -$20K -3,721 Closed
CPC
566
Consolidated Planning Corp
Georgia
– -$14K -2,500 Closed
GRP
567
Global Retirement Partners
California
– -$8K -1,461 Closed
GWMIA
568
Global Wealth Management Investment Advisory
Florida
– -$7K -1,255 Closed
EW
569
Evoke Wealth
California
– -$5K -1,000 Closed
EWA
570
Evolution Wealth Advisors
Florida
– -$5K -1,000 Closed
RCA
571
Ranch Capital Advisors
Florida
– -$5K -964 Closed
RIA
572
RPG Investment Advisory
California
– -$5K -850 Closed
CP
573
Corbenic Partners
Pennsylvania
– -$4K -705 Closed
APWA
574
Atlas Private Wealth Advisors
New Jersey
– -$4K -650 Closed
CFA
575
Cahill Financial Advisors
Minnesota
– -$2K -385 Closed