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Name Holding Trade Value Shares
Change
Change in
Stake
IB
301
Intrust Bank
Kansas
– -$253K -12,111 Closed
BCM
302
Bayesian Capital Management
New York
– -$234K -11,224 Closed
LFA
303
Legacy Financial Advisors
Kentucky
– -$234K -11,194 Closed
FFM
304
Forum Financial Management
Illinois
– -$224K -10,723 Closed
CAN
305
Cetera Advisor Networks
California
– -$214K -10,262 Closed
EI
306
Ellevest Inc
New York
– -$213K -10,199 Closed
CCP
307
Clifford Capital Partners
Utah
– -$212K -10,178 Closed
B
308
BetterWealth
California
– -$210K -10,056 Closed
SMH
309
Sanders Morris Harris
Texas
– -$213K -9,879 Closed
BCI
310
Brinker Capital Investments
Pennsylvania
– -$209K -9,647 Closed
OPS
311
Orion Portfolio Solutions
Nebraska
– -$209K -9,647 Closed
CIM
312
Contravisory Investment Management
Massachusetts
– -$200K -9,601 Closed
EL
313
EMFO LLC
Florida
– -$150K -7,167 Closed
ACA
314
Atlas Capital Advisors
Wyoming
– -$72.6K -3,478 Closed
GI
315
Gradient Investments
Minnesota
– -$23.9K -1,144 Closed
GWS
316
Glassman Wealth Services
Virginia
– -$12.9K -620 Closed
BWP
317
Baldwin Wealth Partners
Massachusetts
– -$7.44K -357 Closed
PA
318
PSI Advisors
Florida
– -$5.67K -272 Closed
CWP
319
Concord Wealth Partners
Virginia
– -$5.51K -264 Closed
CTB
320
Country Trust Bank
Illinois
– -$4.97K -238 Closed
PWA
321
Provenance Wealth Advisors
Florida
– -$4.41K -211 Closed
MCM
322
Manchester Capital Management
Vermont
– -$3.83K -183 Closed
Bessemer Group
323
Bessemer Group
New Jersey
– -$4K -179 Closed
NFA
324
Northwest Financial Advisors
Virginia
– -$2.99K -143 Closed
NMG
325
New Millennium Group
Utah
– -$2.68K -129 Closed