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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
– -$81K -2,464 Closed
HIIFS
552
Harel Insurance Investments & Financial Services
Israel
– -$211K -2,000 Closed
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$65K -1,972 Closed
OIM
554
Oder Investment Management
California
– -$59K -1,800 Closed
CCA
555
Childress Capital Advisors
Texas
– -$58K -1,704 Closed
MIFH
556
Migdal Insurance & Financial Holdings
Israel
– -$54K -1,696 Closed
CAAS
557
Capital Asset Advisory Services
Michigan
– -$43K -1,300 Closed
Baillie Gifford & Co
558
Baillie Gifford & Co
United Kingdom
– -$27K -833 Closed
RE
559
RBC Europe
United Kingdom
– -$22.9K -700 Closed
MCM
560
McMillion Capital Management
North Carolina
– -$15K -450 Closed
PFO
561
Pathstone Family Office
New Jersey
– -$13K -400 Closed
FPCG
562
Fort Pitt Capital Group
Pennsylvania
– -$10K -304 Closed
ICP
563
Interchange Capital Partners
Pennsylvania
– -$6K -201 Closed
FF
564
FourThought Financial
Florida
– -$6K -186 Closed
NSB
565
Norway Savings Bank
Maine
– -$5K -151 Closed
SIAG
566
Safeguard Investment Advisory Group
California
– -$3K -100 Closed
FTDI
567
First Trust Direct Indexing
Massachusetts
– -$3K -89 Closed
VCG
568
Vantage Consulting Group
Virginia
– -$2K -72 Closed
TPWA
569
TRUE Private Wealth Advisors
Oregon
– -$2K -71 Closed
TFGT
570
TS Financial Group (TSFG)
Illinois
– -$2K -61 Closed
PWPS
571
Pinnacle Wealth Planning Services
Ohio
– -$2K -46 Closed
RPWA
572
Regent Peak Wealth Advisors
Georgia
– -$1K -43 Closed
M
573
MOTCO
Texas
– -$1K -31 Closed
IRC
574
Investors Research Corp
Georgia
– +$77 +2 New
CAM
575
Close Asset Management
United Kingdom
– +$154 +4 New