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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
451
Atlas Capital Advisors
Wyoming
– -$10.7K -876 Closed
SF
452
Synovus Financial
Georgia
– -$8K -677 Closed
RDWM
453
Red Door Wealth Management
Tennessee
– -$6K -500 Closed
NIPH
454
NN Investment Partners Holdings
Netherlands
– -$5K -400 Closed
BL
455
Balentine LLC
Georgia
– -$5K -370 Closed
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
– -$3K -223 Closed
FWM
457
FSA Wealth Management
Massachusetts
– -$3K -213 Closed
CT
458
Caldwell Trust
Florida
– -$2.45K -200 Closed
SIA
459
SeaBridge Investment Advisors
New Jersey
– -$2K -175 Closed
VFA
460
Valeo Financial Advisors
Indiana
– -$1K -107 Closed
GRP
461
Global Retirement Partners
California
– -$1.23K -105 -81%
OIA
462
Optimum Investment Advisors
Illinois
– -$1.17K -100 -75%
AWM
463
Avior Wealth Management
Nebraska
– -$889 -76 Closed
WAMC
464
Western Asset Management Company
California
– -$1K -71 Closed
CB
465
Community Bank
New York
– -$1K -60 Closed
PMFA
466
Plante Moran Financial Advisors
Michigan
– -$1K -53 Closed
HIA
467
Harbor Investment Advisory
Maryland
– -$491 -42 -68%
CAM
468
ClariVest Asset Management
California
– +$339 +29 New
FFA
469
Founders Financial Alliance
North Carolina
– +$585 +50 New
HCP
470
Hexagon Capital Partners
Arkansas
– +$713 +61 New