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Name Holding Trade Value Shares
Change
Change in
Stake
FM
451
Foster & Motley
Ohio
– -$218K -3,489 Closed
HCM
452
Howland Capital Management
Massachusetts
– -$213K -3,408 Closed
BCM
453
Bayesian Capital Management
New York
– -$213K -3,397 Closed
LCOV
454
London Company of Virginia
Virginia
– -$206K -3,300 Closed
V
455
Veritable
Delaware
– -$206K -3,291 Closed
JIC
456
Joel Isaacson & Co
New York
– -$206K -3,256 Closed
Twin Tree Management
457
Twin Tree Management
Texas
– -$184K -3,090 Closed
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
– -$165K -2,630 Closed
Jones Financial Companies
459
Jones Financial Companies
Missouri
– -$145K -2,310 Closed
AWA
460
Aaron Wealth Advisors
Illinois
– -$59.7K -955 Closed
PH
461
Pinnacle Holdings
Oklahoma
– -$58K -927 Closed
SOW
462
State of Wyoming
Wyoming
– -$36K -580 Closed
CI
463
Carroll Investors
South Carolina
– -$24K -400 Closed
BFC
464
Bedel Financial Consulting
Indiana
– -$25K -396 Closed
LAS
465
Lloyd Advisory Services
Georgia
– -$17K -268 Closed
GAM
466
Gemmer Asset Management
California
– -$12K -197 Closed
PFS
467
Prospera Financial Services
Texas
– -$8K -120 Closed
CI
468
Cordant Inc
Oregon
– -$2K -39 Closed
ONST
469
Old North State Trust
North Carolina
– -$212 -3 Closed
SFG
470
Steward Financial Group
Texas
– +$297 +5 New