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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1001
CX Institutional
Indiana
-$78K -1,349 Closed
Koshinski Asset Management
1002
Koshinski Asset Management
Illinois
-$39.4K -680 Closed
JCM
1003
Jacobi Capital Management
Pennsylvania
-$35K -607 Closed
Loomis, Sayles & Company
1004
Loomis, Sayles & Company
Massachusetts
-$21K -359 Closed
LSA
1005
Leonteq Securities AG
Switzerland
-$18.4K -317 Closed
KIG
1006
Kowal Investment Group
Wisconsin
-$17K -289 Closed
RA
1007
Resolute Advisors
California
-$16K -282 Closed
BMD
1008
Better Money Decisions
New Mexico
-$12K -215 Closed
SQA
1009
Simon Quick Advisors
New Jersey
-$9K -160 Closed
EWA
1010
Evolution Wealth Advisors
Florida
-$6K -111 Closed
MA
1011
MCF Advisors
Kentucky
-$4K -64 Closed
CPC
1012
Consolidated Planning Corp
Georgia
-$1K -23 Closed
CMBA
1013
C.M. Bidwell & Associates
Hawaii
-$1K -22 Closed
FCAS
1014
First Command Advisory Services
Texas
-$1K -21 Closed
PP
1015
Pacifica Partners
Canada
-$1K -15 Closed
DFCM
1016
Dark Forest Capital Management
Puerto Rico
-$1K -10 Closed
ME
1017
McIlrath & Eck
Washington
-$1K -9 Closed
CWM
1018
Curi Wealth Management
North Carolina
+$434 +7 New
WFS
1019
Widmann Financial Services
Maryland
+$558 +9 New
SFG
1020
Steward Financial Group
Texas
+$620 +10 New