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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
701
Interchange Capital Partners
Pennsylvania
-$249K -4,558 Closed
AC
702
ASB Consultores
Florida
-$237K -4,348 Closed
OWA
703
One Wealth Advisors
California
-$228K -4,192 Closed
LA
704
LVW Advisors
New York
-$216K -3,978 Closed
HWM
705
HB Wealth Management
Georgia
-$211K -3,876 Closed
JWBC
706
John W. Bristol & Co
New York
-$210K -3,868 Closed
TW
707
TrinityPoint Wealth
Connecticut
-$207K -3,807 Closed
CCM
708
Chiron Capital Management
Florida
-$207K -3,800 Closed
MGIA
709
Moneta Group Investment Advisors
Missouri
-$204K -3,757 Closed
VCM
710
Virtue Capital Management
Tennessee
-$210K -3,727 Closed
CSWM
711
Cassady Schiller Wealth Management
Ohio
-$164K -3,005 Closed
LWA
712
Lowe Wealth Advisors
Maryland
-$124K -2,275 Closed
IAIM
713
International Assets Investment Management
Florida
-$116K -2,130 Closed
EWP
714
Elevation Wealth Partners
California
-$54.4K -1,000 Closed
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$40.8K -749 Closed
AAS
716
Ameritas Advisory Services
Nebraska
-$33.2K -604 Closed
TFM
717
TFC Financial Management
Massachusetts
-$32.7K -600 Closed
NHT
718
New Hampshire Trust
New Hampshire
-$27.2K -500 Closed
AWM
719
Accel Wealth Management
Iowa
-$23.2K -426 Closed
SIS
720
Sound Income Strategies
Florida
-$21.4K -393 Closed
CA
721
Crewe Advisors
Utah
-$19.3K -355 Closed
SSC
722
Syverson Strege & Co
Iowa
-$16.9K -310 Closed
KLWA
723
Kelly Lawrence W & Associates
California
-$16.3K -300 Closed
SSB
724
Sandy Spring Bank
Maryland
-$13.4K -246 Closed
Jones Financial Companies
725
Jones Financial Companies
Missouri
-$12.8K -236 Closed