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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1001
Relyea Zuckerberg Hanson
Connecticut
-$226K -824 Closed
AIM
1002
Advyzon Investment Management
Illinois
-$223K -815 Closed
WHCI
1003
W.H. Cornerstone Investments
Massachusetts
-$222K -812 Closed
FMLI
1004
Fukoku Mutual Life Insurance
Japan
-$222K -811 Closed
SFWA
1005
Summit Financial Wealth Advisors
Louisiana
-$218K -805 Closed
CCM
1006
Campbell Capital Management
Florida
-$219K -800 Closed
CCA
1007
Checchi Capital Advisers
California
-$217K -794 Closed
SCM
1008
Shelton Capital Management
Colorado
-$217K -794 Closed
MIM
1009
Morningstar Investment Management
Illinois
-$215K -786 Closed
WAS
1010
Wealth Advisory Solutions
Indiana
-$213K -779 Closed
SW
1011
SVB Wealth
Massachusetts
-$213K -778 Closed
GM
1012
GeoWealth Management
Illinois
-$212K -776 Closed
CFG
1013
Cooper Financial Group
California
-$210K -767 Closed
RIG
1014
RiverFront Investment Group
Virginia
-$206K -752 Closed
TFS
1015
Thoroughbred Financial Services
Tennessee
-$205K -752 Closed
PP
1016
PDS Planning
Ohio
-$205K -750 Closed
SCM
1017
Stevens Capital Management
Pennsylvania
-$205K -748 Closed
AAS
1018
Annex Advisory Services
Wisconsin
-$204K -746 Closed
P
1019
Pitcairn
Pennsylvania
-$204K -744 Closed
MG
1020
Mather Group
Illinois
-$193K -705 Closed
BDL
1021
Banque de Luxembourg
Luxembourg
-$164K -600 Closed
HFM
1022
Harvest Fund Management
China
-$137K -537 -100%
CCA
1023
Catalyst Capital Advisors
New York
-$119K -434 Closed
HBT
1024
Hills Bank & Trust
Iowa
-$108K -395 Closed
BC
1025
Bayforest Capital
United Kingdom
-$95.8K -350 Closed