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Name Holding Trade Value Shares
Change
Change in
Stake
SEA
1001
Stegent Equity Advisors
Texas
– -$229K -835 Closed
RZH
1002
Relyea Zuckerberg Hanson
Connecticut
– -$226K -824 Closed
AIM
1003
Advyzon Investment Management
Illinois
– -$223K -815 Closed
WHCI
1004
W.H. Cornerstone Investments
Massachusetts
– -$222K -812 Closed
FMLI
1005
Fukoku Mutual Life Insurance
Japan
– -$222K -811 Closed
SFWA
1006
Summit Financial Wealth Advisors
Louisiana
– -$218K -805 Closed
CCM
1007
Campbell Capital Management
Florida
– -$219K -800 Closed
CCA
1008
Checchi Capital Advisers
California
– -$217K -794 Closed
SCM
1009
Shelton Capital Management
Colorado
– -$217K -794 Closed
MIM
1010
Morningstar Investment Management
Illinois
– -$215K -786 Closed
WAS
1011
Wealth Advisory Solutions
Indiana
– -$213K -779 Closed
SW
1012
SVB Wealth
Massachusetts
– -$213K -778 Closed
GM
1013
GeoWealth Management
Illinois
– -$212K -776 Closed
CFG
1014
Cooper Financial Group
California
– -$210K -767 Closed
RIG
1015
RiverFront Investment Group
Virginia
– -$206K -752 Closed
TFS
1016
Thoroughbred Financial Services
Tennessee
– -$205K -752 Closed
PP
1017
PDS Planning
Ohio
– -$205K -750 Closed
SCM
1018
Stevens Capital Management
Pennsylvania
– -$205K -748 Closed
AAS
1019
Annex Advisory Services
Wisconsin
– -$204K -746 Closed
P
1020
Pitcairn
Pennsylvania
– -$204K -744 Closed
MG
1021
Mather Group
Illinois
– -$193K -705 Closed
BDL
1022
Banque de Luxembourg
Luxembourg
– -$164K -600 Closed
HFM
1023
Harvest Fund Management
China
– -$137K -537 -100%
CCA
1024
Catalyst Capital Advisors
New York
– -$119K -434 Closed
HBT
1025
Hills Bank & Trust
Iowa
– -$108K -395 Closed