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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1301
West Family Investments
California
– -$247K -5,884 Closed
TC
1302
TownSquare Capital
Utah
– -$239K -5,704 Closed
HH
1303
Hilltop Holdings
Texas
– -$236K -5,610 Closed
CAAS
1304
Capital Asset Advisory Services
Michigan
– -$232K -5,523 Closed
IA
1305
Insight Advisors
Pennsylvania
– -$231K -5,500 Closed
KFS
1306
Kaizen Financial Strategies
California
– -$231K -5,500 Closed
DIM
1307
Delta Investment Management
California
– -$229K -5,464 Closed
CA
1308
Cornerstone Advisory
Maryland
– -$226K -5,400 Closed
ARC
1309
Advisor Resource Council
Texas
– -$225K -5,366 Closed
BSW
1310
Buckingham Strategic Wealth
Missouri
– -$218K -5,211 Closed
CRC
1311
Curi RMB Capital
Illinois
– -$218K -5,199 Closed
MG
1312
Mather Group
Illinois
– -$215K -5,135 Closed
MA
1313
Mutual Advisors
Nebraska
– -$215K -5,128 Closed
OWA
1314
Opal Wealth Advisors
New York
– -$213K -5,088 Closed
LFP
1315
Leeward Financial Partners
Washington
– -$210K -5,020 Closed
AHB
1316
Abner Herrman & Brock
New Jersey
– -$210K -5,000 Closed
SFP
1317
Shepherd Financial Partners
Massachusetts
– -$207K -4,970 Closed
EWM
1318
Executive Wealth Management
Michigan
– -$208K -4,967 Closed
CG
1319
Caprock Group
Idaho
– -$208K -4,949 Closed
BTWM
1320
Baker Tilly Wealth Management
Wisconsin
– -$206K -4,923 Closed
EWA
1321
Evolution Wealth Advisors
Florida
– -$202K -4,823 Closed
EWM
1322
Empirical Wealth Management
Washington
– -$201K -4,798 Closed
KCM
1323
KRS Capital Management
Michigan
– -$198K -4,725 Closed
GCMG
1324
Gyroscope Capital Management Group
Florida
– -$188K -4,484 Closed
Acadian Asset Management
1325
Acadian Asset Management
Massachusetts
– -$165K -3,936 Closed