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| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWG
626
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$11K | -30 | Closed |
|
|
RG
627
Retirement Group
San Diego,
California
| – | -$8K | -23 | Closed |
|
|
VAIA
628
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| – | -$8K | -21 | Closed |
|
|
FTDI
629
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$7K | -18 | Closed |
|
|
FCH
630
Freestone Capital Holdings
Seattle,
Washington
| – | -$5.31K | -14 | Closed |
|
|
MCM
631
Manchester Capital Management
Manchester,
Vermont
| – | -$2K | -6 | Closed |
|
632
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$2K | -4 | Closed |
|
|
M
633
MOTCO
San Antonio,
Texas
| – | -$2K | -4 | Closed |
|
|
VCG
634
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$1K | -3 | Closed |
|
|
BC
635
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -2 | Closed |
|
|
BCWM
636
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$758 | -2 | Closed |
|
|
TCWM
637
Total Clarity Wealth Management
St. Charles,
Illinois
| – | +$368 | +1 | New |
|