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SiriusXM

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
676
Liberty Wealth Management
California
– -$48K -779 Closed
Acadian Asset Management
677
Acadian Asset Management
Massachusetts
– -$42K -700 Closed
OSAM
678
O'Shaughnessy Asset Management
Connecticut
– -$41K -672 Closed
JCM
679
Jacobi Capital Management
Pennsylvania
– -$31K -502 Closed
GKWIM
680
Gerber Kawasaki Wealth & Investment Management
California
– -$25K -425 Closed
MA
681
MCF Advisors
Kentucky
– -$23K -380 Closed
CMF
682
Counterpoint Mutual Funds
California
– -$21K -342 Closed
CPC
683
Consolidated Planning Corp
Georgia
– -$17K -280 Closed
JPLA
684
Joseph P. Lucia & Associates
New York
– -$14K -224 Closed
KIG
685
Kowal Investment Group
Wisconsin
– -$13K -220 Closed
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
– -$12K -200 Closed
GRP
687
Global Retirement Partners
California
– -$11K -175 Closed
DOA
688
D'Orazio & Associates
Virginia
– -$8K -133 Closed
APWA
689
Atlas Private Wealth Advisors
New Jersey
– -$6K -106 Closed
HA
690
Herold Advisors
New York
– -$6K -100 Closed
BMD
691
Better Money Decisions
New Mexico
– -$3K -51 Closed
BC
692
Bartlett & Co
Ohio
– -$2K -36 Closed
BCWM
693
Bartlett & Co Wealth Management
Ohio
– -$2.2K -36 Closed
CA
694
Clearstead Advisors
Ohio
– -$2K -36 Closed
LAS
695
Lloyd Advisory Services
Georgia
– -$2K -34 Closed
GPA
696
Guidance Point Advisors
Massachusetts
– -$1K -23 Closed
TC
697
Trust Company
Kansas
– -$1K -7 Closed
FFWM
698
Future Financial Wealth Management
Ohio
– +$63 +1 New
WFS
699
Widmann Financial Services
Maryland
– +$313 +5 New
SC
700
Schubert & Co
Texas
– +$500 +8 New