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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1226
Davies Financial Advisors
California
-$244K -2,782 Closed
HCM
1227
Howland Capital Management
Massachusetts
-$245K -2,772 Closed
NCTC
1228
New Covenant Trust Company
Indiana
-$242K -2,772 Closed
CAGAS
1229
Capital Advisory Group Advisory Services
Minnesota
-$243K -2,767 Closed
FYW
1230
Future You Wealth
New York
-$242K -2,764 Closed
FWM
1231
Fortress Wealth Management
California
-$242K -2,763 Closed
BAG
1232
Bridgewealth Advisory Group
California
-$231K -2,752 Closed
Fayez Sarofim & Co
1233
Fayez Sarofim & Co
Texas
-$241K -2,750 Closed
AC
1234
ASB Consultores
Florida
-$240K -2,735 Closed
CGL
1235
Clarius Group LLC
Washington
-$239K -2,730 Closed
PCH
1236
PGIM Custom Harvest
New Jersey
-$239K -2,726 Closed
6F
1237
626 Financial
Michigan
-$239K -2,722 Closed
NWAG
1238
Net Worth Advisory Group
Utah
-$237K -2,706 Closed
LA
1239
LVW Advisors
New York
-$236K -2,692 Closed
PI
1240
Pachira Investments
California
-$235K -2,690 Closed
FIB
1241
First Interstate Bank
Montana
-$235K -2,678 Closed
RCAG
1242
Rehmann Capital Advisory Group
Michigan
-$235K -2,677 Closed
YLHM
1243
Yelin Lapidot Holdings Management
Israel
-$234K -2,671 Closed
MWM
1244
Mission Wealth Management
California
-$233K -2,660 Closed
NSAM
1245
North Star Asset Management
Wisconsin
-$233K -2,653 Closed
LFA
1246
Legacy Financial Advisors
Kentucky
-$232K -2,639 Closed
SQA
1247
Simon Quick Advisors
New Jersey
-$231K -2,639 Closed
DA
1248
Dash Acquisitions
California
-$216K -2,637 Closed
JJBC
1249
James J. Burns & Company
New York
-$228K -2,596 Closed
CC
1250
Corton Capital
Ontario, Canada
-$227K -2,586 Closed