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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$58K -687 Closed
KC
502
Kinloch Capital
Virginia
– -$53K -631 Closed
Perigon Wealth Management
503
Perigon Wealth Management
California
– -$27K -326 Closed
PWPS
504
Pinnacle Wealth Planning Services
Ohio
– -$26K -310 Closed
RWA
505
Ropes Wealth Advisors
Massachusetts
– -$25K -298 Closed
BWM
506
Birchcreek Wealth Management
Ohio
– -$24K -296 Closed
AIL
507
AGF Investments LLC
Ontario, Canada
– -$24K -288 Closed
NICM
508
Neo Ivy Capital Management
New York
– -$24K -282 Closed
BWA
509
Burt Wealth Advisors
Maryland
– -$17K -200 Closed
Bessemer Group
510
Bessemer Group
New Jersey
– -$15K -176 Closed
CTFG
511
Capstone Triton Financial Group
Oklahoma
– -$14K -165 Closed
CFA
512
Carroll Financial Associates
North Carolina
– -$13K -165 Closed
MIM
513
Macroview Investment Management
Maryland
– -$11K -134 Closed
TIAM2
514
Tru Independence Asset Management 2
Oregon
– -$8K -94 Closed
VCG
515
Vantage Consulting Group
Virginia
– -$7K -88 Closed
VAIA
516
Virtus Alternative Investment Advisers
Connecticut
– -$7K -82 Closed
ICP
517
Interchange Capital Partners
Pennsylvania
– -$6K -76 Closed
Brown Brothers Harriman & Co
518
Brown Brothers Harriman & Co
New York
– -$6K -72 Closed
HGWM
519
Harvest Group Wealth Management
Massachusetts
– -$4K -52 Closed
FTDI
520
First Trust Direct Indexing
Massachusetts
– -$4K -50 Closed
TCM
521
Tradewinds Capital Management
Washington
– -$4K -50 Closed
Bartlett & Co
522
Bartlett & Co
Ohio
– -$3K -40 Closed
Bartlett & Co Wealth Management
523
Bartlett & Co Wealth Management
Ohio
– -$3.35K -40 Closed
CCA
524
Childress Capital Advisors
Texas
– -$3K -32 Closed
RPWA
525
Regent Peak Wealth Advisors
Georgia
– -$2K -28 Closed