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Name Holding Trade Value Shares
Change
Change in
Stake
IF
526
Intrua Financial
Texas
– -$235K -22,007 Closed
FCP
527
Fidelis Capital Partners
Florida
– -$135K -11,968 Closed
EI
528
Ellevest Inc
New York
– -$112K -10,524 Closed
VP
529
Verum Partners
North Carolina
– -$108K -10,172 Closed
FHA
530
Flagship Harbor Advisors
Massachusetts
– -$108K -10,088 Closed
Baird Financial Group
531
Baird Financial Group
Wisconsin
– -$107K -10,019 Closed
CI
532
Corient IA
Florida
– -$107K -10,000 Closed
NCM
533
Northwest Capital Management
Oregon
– -$80K -7,500 Closed
HT
534
Headlands Technologies
Illinois
– -$70.2K -6,590 Closed
WTC
535
WhitTier Trust Company
Nevada
– -$52.5K -4,927 Closed
OWA
536
Opal Wealth Advisors
New York
– -$49.5K -4,644 Closed
AWM
537
Activest Wealth Management
Florida
– -$34.2K -3,000 Closed
VSQM
538
V-Square Quantitative Management
Illinois
– -$24.5K -2,301 Closed
BCMLT
539
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$11.1K -1,039 Closed
WT
540
Whittier Trust
California
– -$10.8K -1,009 Closed
DRP
541
Decker Retirement Planning
Utah
– -$8.85K -830 Closed
ANBT
542
American National Bank & Trust
Texas
– -$6.74K -632 Closed
UBP
543
Union Bancaire Privee
Switzerland
– -$4.47K -581 Closed
OW
544
Olistico Wealth
Oklahoma
– -$5.33K -500 Closed
TPWA
545
Twin Peaks Wealth Advisors
California
– -$4.49K -389 Closed
BSB
546
Bangor Savings Bank
Maine
– -$3.91K -367 Closed
LSA
547
Leonteq Securities AG
Switzerland
– -$3.77K -354 Closed
1NWS
548
1 North Wealth Services
Maryland
– -$3.55K -333 Closed
KWM
549
Kiker Wealth Management
Georgia
– -$3.46K -325 Closed
TCM
550
Traub Capital Management
Massachusetts
– -$3.03K -284 Closed