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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
451
Zions Bancorporation
Utah
– -$86K -822 Closed
IWM
452
IHT Wealth Management
Illinois
– -$80K -778 Closed
APP
453
Avantax Planning Partners
Iowa
– -$57K -533 Closed
CCA
454
Clearwater Capital Advisors
Illinois
– -$44K -414 Closed
NC
455
NewSquare Capital
Pennsylvania
– -$42K -398 Closed
Rockefeller Capital Management
456
Rockefeller Capital Management
New York
– -$39K -373 Closed
VIA
457
Vantage Investment Advisors
Pennsylvania
– -$14K -130 Closed
FCAG
458
First Capital Advisors Group
New Jersey
– -$11K -106 Closed
CIP
459
Convergence Investment Partners
Florida
– -$11K -100 Closed
PWAG
460
Polaris Wealth Advisory Group
California
– -$8K -80 Closed
CIM
461
Contravisory Investment Management
Massachusetts
– -$8K -79 Closed
FCB
462
First Command Bank
Texas
– -$7.57K -72 Closed
FCFS
463
First Command Financial Services
Texas
– -$8K -72 Closed
SWP
464
Strategic Wealth Partners
Ohio
– -$6K -53 Closed
KF
465
Krilogy Financial
Missouri
– -$2K -22 Closed
DWA
466
Divergent Wealth Advisors
Utah
– -$1K -14 Closed
Capital World Investors
467
Capital World Investors
California
– -$226 -2 -40%
SIS
468
Sound Income Strategies
Florida
– +$226 +2 New
KJWM
469
Kiley Juergens Wealth Management
Washington
– +$22.4K +198 New