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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1376
Congress Wealth Management
Massachusetts
– -$358K -5,444 Closed
OWA
1377
Outlook Wealth Advisors
Texas
– -$358K -5,441 Closed
DTL
1378
Dynamic Technology Lab
Singapore
– -$355K -5,394 Closed
PCM
1379
Prelude Capital Management
New York
– -$355K -5,393 Closed
SIP
1380
Stoneridge Investment Partners
Pennsylvania
– -$339K -5,145 Closed
AR
1381
Apeiron RIA
Texas
– -$335K -5,084 Closed
AO
1382
Advisor OS
Illinois
– -$318K -4,829 Closed
FFO
1383
Fiduciary Family Office
Florida
– -$301K -4,579 Closed
PIM
1384
Penobscot Investment Management
Massachusetts
– -$293K -4,459 Closed
ACM
1385
Advance Capital Management
Michigan
– -$255K -3,869 Closed
IIA
1386
IPG Investment Advisors
California
– -$245K -3,718 Closed
LCGC
1387
Legacy Capital Group California
California
– -$236K -3,590 Closed
W
1388
WorthPointe
California
– -$233K -3,546 Closed
Vanguard Group
1389
Vanguard Group
Pennsylvania
– -$227K -3,451 Closed
CWP
1390
Curated Wealth Partners
California
– -$227K -3,449 Closed
GIA
1391
Gladstone Institutional Advisory
Florida
– -$226K -3,441 Closed
PVI
1392
Pine Valley Investments
New Jersey
– -$212K -3,215 Closed
Schroder Investment Management Group
1393
Schroder Investment Management Group
United Kingdom
– -$211K -3,204 Closed
AP
1394
Appleton Partners
Massachusetts
– -$210K -3,184 Closed
OIA
1395
OneDigital Investment Advisors
Kansas
– -$209K -3,180 Closed
AWM
1396
Avaii Wealth Management
Wisconsin
– -$208K -3,165 Closed
IA
1397
IFG Advisory
Georgia
– -$207K -3,151 Closed
CF
1398
Clarity Financial
Texas
– -$203K -3,087 Closed
GWS
1399
Glassman Wealth Services
Virginia
– -$164K -2,490 Closed
PS
1400
Planned Solutions
California
– -$153K -2,325 Closed