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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
651
Marks Group Wealth Management
Minnesota
-$222K -4,447 Closed
EIP
652
Epoch Investment Partners
New York
-$220K -4,391 Closed
AGP
653
Autumn Glory Partners
Texas
-$215K -4,300 Closed
HW
654
Hancock Whitney
Mississippi
-$214K -4,272 Closed
OPS
655
Orion Portfolio Solutions
Nebraska
-$213K -4,267 Closed
JCM
656
Jacobi Capital Management
Pennsylvania
-$213K -4,256 Closed
VFA
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
V
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
VVP
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
PFS
673
Prospera Financial Services
Texas
-$85K -1,689 Closed
TJHA
674
Thomas J. Herzfeld Advisors
Florida
-$62K -1,239 Closed
TWA
675
TCI Wealth Advisors
Arizona
-$56K -1,117 Closed