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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