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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
– -$16K -13,676 Closed
JIP
102
Jaffetilchin Investment Partners
Florida
– -$7.03K -6,012 Closed
Blue Trust Inc
103
Blue Trust Inc
Georgia
– -$2.7K -2,000 Closed
JP Morgan Chase
104
JP Morgan Chase
New York
– -$1.43K -1,220 Closed
CA
105
Claris Advisors
Missouri
– -$585 -500 Closed
FCM
106
Fourpath Capital Management
Oklahoma
– -$449 -384 Closed
ARK Investment Management
107
ARK Investment Management
Florida
– -$291 -249 Closed
WFA
108
West Financial Advisors
Iowa
– -$117 -100 Closed