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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Avitas Wealth Management
California
– -$305K -1,734 Closed
SFS
1027
Stiles Financial Services
Minnesota
– -$302K -1,717 Closed
FRM
1028
Fox Run Management
Connecticut
– -$284K -1,611 Closed
CAIMH
1029
Central Asset Investments & Management Holdings
Hong Kong
– -$280K -1,590 Closed
VWA
1030
Visionary Wealth Advisors
Illinois
– -$271K -1,540 Closed
ARC
1031
Advisor Resource Council
Texas
– -$258K -1,465 Closed
IAN
1032
Integrated Advisors Network
Texas
– -$254K -1,445 Closed
AF
1033
Alerus Financial
North Dakota
– -$245K -1,394 Closed
PTP
1034
Platform Technology Partners
New York
– -$232K -1,349 Closed
SG
1035
StoneX Group
New York
– -$235K -1,337 Closed
SFG
1036
Sovereign Financial Group
Connecticut
– -$234K -1,327 Closed
DU
1037
Delphia (USA)
Ontario, Canada
– -$230K -1,305 Closed
V
1038
Veritable
Delaware
– -$226K -1,283 Closed
CWM
1039
Congress Wealth Management
Massachusetts
– -$224K -1,271 Closed
EI
1040
Ellevest Inc
New York
– -$223K -1,270 Closed
UAS
1041
United Asset Strategies
New York
– -$223K -1,269 Closed
Fayez Sarofim & Co
1042
Fayez Sarofim & Co
Texas
– -$220K -1,250 Closed
KPWS
1043
Kestra Private Wealth Services
Texas
– -$211K -1,197 Closed
CFG
1044
Citizens Financial Group
Rhode Island
– -$209K -1,190 Closed
FWM
1045
Forza Wealth Management
Florida
– -$207K -1,177 Closed
KWM
1046
Kingsview Wealth Management
Oregon
– -$204K -1,159 Closed
WDG
1047
Wealth Dimensions Group
Ohio
– -$201K -1,144 Closed
MWM
1048
Modera Wealth Management
New Jersey
– -$200K -1,137 Closed
KIG
1049
Kessler Investment Group
Indiana
– -$150K -850 Closed
KI
1050
Kapitalo Investimentos
Brazil
– -$113K -644 Closed