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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
576
Dupont Capital Management
Delaware
– -$61.6K -3,791 Closed
HIIFS
577
Harel Insurance Investments & Financial Services
Israel
– -$40K -2,479 Closed
PO
578
Private Ocean
California
– -$14.9K -919 Closed
LTI
579
Laffer Tengler Investments
Tennessee
– -$10.7K -660 Closed
CS
580
Comerica Securities
Michigan
– -$4.33K -266 Closed
EE
581
EWG Elevate
California
– -$3.89K -239 Closed
AWM
582
Accurate Wealth Management
Florida
– -$3.51K -220 Closed
RBC
583
Romano Brothers & Co
Illinois
– -$2.44K -150 Closed
Jones Financial Companies
584
Jones Financial Companies
Missouri
– -$2K -134 Closed
CT
585
Caldwell Trust
Florida
– -$2.03K -125 Closed
FCG
586
Financial Connections Group
California
– -$1K -100 Closed
Rockefeller Capital Management
587
Rockefeller Capital Management
New York
– -$1K -91 Closed
FWM
588
Focused Wealth Management
New York
– -$813 -50 Closed
VCM
589
Versant Capital Management
Arizona
– -$764 -47 Closed
MCC
590
Money Concepts Capital
Florida
– -$553 -34 Closed
MPCL
591
My Personal CFO LLC
Washington
– -$553 -34 Closed
CAS
592
Coppell Advisory Solutions
Texas
– -$537 -33 Closed
CASC
593
Coppell Advisory Solutions Corp
Texas
– -$537 -33 Closed
WTC
594
WhitTier Trust Company
Nevada
– -$406 -25 Closed
GKIM
595
GW&K Investment Management
Massachusetts
– +$253 +16 New
AW
596
Avion Wealth
Texas
– +$490 +31 New