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Name Holding Trade Value Shares
Change
Change in
Stake
V
476
Veritable
Delaware
-$265K -3,817 Closed
Janney Montgomery Scott
477
Janney Montgomery Scott
Pennsylvania
-$257K -3,701 Closed
SSG
478
Summit Securities Group
New York
-$243K -3,500 Closed
DCM
479
Driehaus Capital Management
Illinois
-$242K -3,489 Closed
BW
480
Bison Wealth
Georgia
-$240K -3,458 Closed
RMCM
481
Reynders McVeigh Capital Management
Massachusetts
-$220K -3,171 Closed
MIC
482
Means Investment Company
Maine
-$247K -3,009 Closed
AWE
483
Avidian Wealth Enterprises
Texas
-$208K -3,000 Closed
Treasurer of the State of North Carolina
484
Treasurer of the State of North Carolina
North Carolina
-$207K -2,980 Closed
PAM
485
Pinpoint Asset Management
Hong Kong
-$98K -1,406 Closed
ICP
486
Interchange Capital Partners
Pennsylvania
-$96K -1,392 Closed
FCH
487
Freestone Capital Holdings
Washington
-$72.2K -1,040 Closed
PWPS
488
Pinnacle Wealth Planning Services
Ohio
-$66K -952 Closed
AWG
489
Altus Wealth Group
Colorado
-$50K -725 Closed
OPW
490
Oxler Private Wealth
New York
-$39K -565 Closed
SQA
491
Simon Quick Advisors
New Jersey
-$28K -400 Closed
FTDI
492
First Trust Direct Indexing
Massachusetts
-$24K -342 Closed
VCG
493
Vantage Consulting Group
Virginia
-$10K -145 Closed
CCA
494
Childress Capital Advisors
Texas
-$10K -106 Closed
TFA
495
Toth Financial Advisory
Virginia
-$1.67K -24 -75%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
-$1K -10 Closed
FWM
497
Focused Wealth Management
New York
+$139 +2 New
MWP
498
Meridian Wealth Partners
Pennsylvania
+$139 +2 New