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Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
– -$18.2K -1,763 Closed
Two Sigma Investments
77
Two Sigma Investments
New York
– -$16.1K -1,554 Closed
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
– -$12.7K -1,231 Closed
Creative Planning
79
Creative Planning
Kansas
– -$12.4K -1,198 Closed
CIBC Asset Management
80
CIBC Asset Management
Ontario, Canada
– -$11.1K -1,072 Closed
RWA
81
Rooted Wealth Advisors
Illinois
– -$7.82K -1,002 Closed
AAS
82
Annex Advisory Services
Wisconsin
– -$9.54K -924 Closed
Vanguard Personalized Indexing Management
83
Vanguard Personalized Indexing Management
California
– -$9.54K -924 Closed
ACP
84
Arcus Capital Partners
Georgia
– -$9.04K -875 Closed
KMWM
85
Keudell/Morrison Wealth Management
Oregon
– -$8.76K -848 Closed
UI
86
Unconventional Investor
New Hampshire
– -$8.61K -833 Closed
IIM
87
IFC & Insurance Marketing
California
– -$8.5K -823 Closed
MCM
88
MAI Capital Management
Ohio
– -$7.54K -730 Closed
KPWS
89
Kestra Private Wealth Services
Texas
– -$7.49K -725 Closed
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$6.41K -620 Closed
CS
91
Capital Square
Tennessee
– -$5.08K -610 Closed
Raymond James Financial
92
Raymond James Financial
Florida
– -$6.26K -606 Closed
IAA
93
Independent Advisor Alliance
North Carolina
– -$5.98K -579 Closed
CWM
94
CCG Wealth Management
California
– -$5.94K -575 Closed
MWM
95
Meridian Wealth Management
Kentucky
– -$5.88K -570 Closed
Bank of New York Mellon
96
Bank of New York Mellon
New York
– -$5.83K -564 Closed
HWM
97
HB Wealth Management
Georgia
– -$5.68K -550 Closed
PFS
98
Prospera Financial Services
Texas
– -$5.68K -550 Closed
Pathstone Holdings
99
Pathstone Holdings
New Jersey
– -$5.5K -532 Closed
WANY
100
Wealthspire Advisors (New York)
New York
– -$5.33K -516 Closed