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Name Holding Trade Value Shares
Change
Change in
Stake
AC
701
ASB Consultores
Florida
– -$237K -4,348 Closed
OWA
702
One Wealth Advisors
California
– -$228K -4,192 Closed
LA
703
LVW Advisors
New York
– -$216K -3,978 Closed
HWM
704
HB Wealth Management
Georgia
– -$211K -3,876 Closed
JWBC
705
John W. Bristol & Co
New York
– -$210K -3,868 Closed
TW
706
TrinityPoint Wealth
Connecticut
– -$207K -3,807 Closed
CCM
707
Chiron Capital Management
Florida
– -$207K -3,800 Closed
MGIA
708
Moneta Group Investment Advisors
Missouri
– -$204K -3,757 Closed
VCM
709
Virtue Capital Management
Tennessee
– -$210K -3,727 Closed
CSWM
710
Cassady Schiller Wealth Management
Ohio
– -$164K -3,005 Closed
LWA
711
Lowe Wealth Advisors
Maryland
– -$124K -2,275 Closed
IAIM
712
International Assets Investment Management
Florida
– -$116K -2,130 Closed
EWP
713
Elevation Wealth Partners
California
– -$54.4K -1,000 Closed
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$40.8K -749 Closed
AAS
715
Ameritas Advisory Services
Nebraska
– -$33.2K -604 Closed
TFM
716
TFC Financial Management
Massachusetts
– -$32.7K -600 Closed
NHT
717
New Hampshire Trust
New Hampshire
– -$27.2K -500 Closed
AWM
718
Accel Wealth Management
Iowa
– -$23.2K -426 Closed
SIS
719
Sound Income Strategies
Florida
– -$21.4K -393 Closed
CA
720
Crewe Advisors
Utah
– -$19.3K -355 Closed
SSC
721
Syverson Strege & Co
Iowa
– -$16.9K -310 Closed
KLWA
722
Kelly Lawrence W & Associates
California
– -$16.3K -300 Closed
SSB
723
Sandy Spring Bank
Maryland
– -$13.4K -246 Closed
Jones Financial Companies
724
Jones Financial Companies
Missouri
– -$12.8K -236 Closed
HC
725
Hoese & Co
Minnesota
– -$9.37K -200 Closed