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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
PWM
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
BBHC
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
BC
522
Bartlett & Co
Ohio
-$3K -40 Closed
BCWM
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