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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
651
Marks Group Wealth Management
Minnesota
– -$222K -4,447 Closed
Epoch Investment Partners
652
Epoch Investment Partners
New York
– -$220K -4,391 Closed
AGP
653
Autumn Glory Partners
Texas
– -$215K -4,300 Closed
Hancock Whitney
654
Hancock Whitney
Mississippi
– -$214K -4,272 Closed
Orion Portfolio Solutions
655
Orion Portfolio Solutions
Nebraska
– -$213K -4,267 Closed
JCM
656
Jacobi Capital Management
Pennsylvania
– -$213K -4,256 Closed
Valeo Financial Advisors
657
Valeo Financial Advisors
Indiana
– -$212K -4,236 Closed
EFS
658
Essex Financial Services
Connecticut
– -$210K -4,197 Closed
LWM
659
Lyell Wealth Management
California
– -$210K -4,197 Closed
IFWM
660
Institute for Wealth Management
Colorado
– -$210K -4,195 Closed
WCWM
661
Willow Creek Wealth Management
California
– -$209K -4,171 Closed
Veritable
662
Veritable
Delaware
– -$208K -4,166 Closed
TW
663
TrinityPoint Wealth
Connecticut
– -$204K -4,073 Closed
LFA
664
Legacy Financial Advisors
Kentucky
– -$203K -4,055 Closed
FOA
665
Five Oceans Advisors
California
– -$202K -4,029 Closed
CG
666
Cutler Group
California
– -$169K -3,800 Closed
Venture Visionary Partners
667
Venture Visionary Partners
Ohio
– -$162K -3,245 Closed
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
– -$161K -3,224 Closed
CSPIA
669
Cary Street Partners Investment Advisory
Virginia
– -$158K -3,168 Closed
AW
670
ACG Wealth
Georgia
– -$127K -2,531 Closed
BIMC
671
Benson Investment Management Company
Virginia
– -$117K -2,340 Closed
CWP
672
Concord Wealth Partners
Virginia
– -$112K -2,234 Closed
Prospera Financial Services
673
Prospera Financial Services
Texas
– -$85K -1,689 Closed
TJHA
674
Thomas J. Herzfeld Advisors
Florida
– -$62K -1,239 Closed
TCI Wealth Advisors
675
TCI Wealth Advisors
Arizona
– -$56K -1,117 Closed