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Name Holding Trade Value Shares
Change
Change in
Stake
SW
751
SVB Wealth
Massachusetts
– -$261K -2,907 Closed
BWM
752
BNC Wealth Management
Oregon
– -$259K -2,889 Closed
AWM
753
AE Wealth Management
Kansas
– -$219K -2,445 Closed
SSG
754
Summit Securities Group
New York
– -$206K -2,300 Closed
SB
755
Sunflower Bank
Texas
– -$206K -2,291 Closed
MS
756
Mizuho Securities
Japan
– -$143K -1,590 Closed
ICM
757
Islay Capital Management
Texas
– -$133K -1,477 Closed
MAM
758
Meeder Asset Management
Ohio
– -$127K -1,418 Closed
MIFH
759
Migdal Insurance & Financial Holdings
Israel
– -$118K -1,311 Closed
AIM
760
Achmea Investment Management
Netherlands
– -$35K -383 Closed
LWM
761
Liberty Wealth Management
California
– -$34K -378 Closed
JCM
762
Jacobi Capital Management
Pennsylvania
– -$23K -261 Closed
LFG
763
Larson Financial Group
Missouri
– -$23K -252 Closed
DOA
764
D'Orazio & Associates
Virginia
– -$13K -142 Closed
RA
765
Resolute Advisors
California
– -$8K -85 Closed
GPA
766
Guidance Point Advisors
Massachusetts
– -$5K -66 Closed
CPC
767
Consolidated Planning Corp
Georgia
– -$6K -62 Closed
EWA
768
Evolution Wealth Advisors
Florida
– -$4K -41 Closed
OSNBOA
769
Old Second National Bank of Aurora
Illinois
– -$3K -35 Closed
EBA
770
Eagle Bay Advisors
New York
– -$2K -32 Closed
FCAS
771
First Command Advisory Services
Texas
– -$2K -25 Closed
MA
772
MCF Advisors
Kentucky
– -$2K -22 Closed
Capstone Investment Advisors
773
Capstone Investment Advisors
New York
– +$180 +2 New
CSWM
774
Cassady Schiller Wealth Management
Ohio
– +$270 +3 New
LF
775
Lee Financial
Texas
– +$451 +5 New