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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
1301
1900 Wealth Management
Texas
– -$212K -1,357 Closed
PWS
1302
Precision Wealth Strategies
Missouri
– -$205K -1,313 Closed
IUHSA
1303
Itau Unibanco Holding S.A.
Brazil
– -$102K -654 Closed
Capstone Investment Advisors
1304
Capstone Investment Advisors
New York
– -$99.3K -626 Closed
HC
1305
Hoese & Co
Minnesota
– -$93.8K -600 Closed
RFA
1306
Register Financial Advisors
Georgia
– -$93.8K -600 Closed
HL
1307
HeadInvest LLC
Maine
– -$56.3K -364 Closed
AWA
1308
Artemis Wealth Advisors
New York
– -$37.8K -242 Closed
EARNEST Partners
1309
EARNEST Partners
Georgia
– -$29.4K -188 Closed
APC
1310
Aspire Private Capital
North Carolina
– -$19.5K -125 Closed
RTC
1311
Riverview Trust Company
Washington
– -$16.7K -107 Closed
NIC
1312
Northwest Investment Counselors
Oregon
– -$11.7K -75 Closed
GIA
1313
GHP Investment Advisors
Colorado
– -$10.7K -73 Closed
HFS
1314
HBC Financial Services
Washington
– -$3K -60 Closed
FAM
1315
Flaharty Asset Management
Florida
– -$8.29K -53 Closed
BWS
1316
Buck Wealth Strategies
Colorado
– -$4.69K -30 Closed
TFGT
1317
TS Financial Group (TSFG)
Illinois
– -$4K -22 Closed
SC
1318
Steph & Co
Wisconsin
– -$2.97K -19 Closed
BAAM
1319
Baker Avenue Asset Management
California
– -$2.35K -15 Closed
Legacy Financial Group (Iowa)
1320
Legacy Financial Group (Iowa)
Iowa
– -$2.4K -15 Closed
BWL
1321
Bogart Wealth LLC
Virginia
– -$1.72K -11 Closed
LFA
1322
LGT Financial Advisors
Texas
– -$1.09K -7 Closed
GA
1323
GoalVest Advisory
New York
– -$625 -4 Closed