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Name Holding Trade Value Shares
Change
Change in
Stake
V
976
Veritable
Delaware
– -$317K -1,404 Closed
SGI
977
Summit Global Investments
Utah
– -$312K -1,382 Closed
GC
978
Gilbert & Cook
Iowa
– -$282K -1,248 Closed
CAG
979
Csenge Advisory Group
Florida
– -$248K -1,099 Closed
SWM
980
Sendero Wealth Management
Texas
– -$233K -1,030 Closed
AWP
981
Ascent Wealth Partners
New York
– -$226K -1,000 Closed
CWM
982
Concentric Wealth Management
California
– -$226K -1,000 Closed
CGA
983
Crescent Grove Advisors
Illinois
– -$226K -1,000 Closed
PMG
984
ProVise Management Group
Florida
– -$219K -970 Closed
PVI
985
Pine Valley Investments
New Jersey
– -$206K -911 Closed
SPA
986
Sherbrooke Park Advisers
New York
– -$203K -900 Closed
YMRC
987
Yorktown Management & Research Company
Virginia
– -$203K -900 Closed
VFA
988
Voya Financial Advisors
Connecticut
– -$201K -883 Closed
BHPW
989
Beverly Hills Private Wealth
California
– -$203K -882 Closed
IGWM
990
ICA Group Wealth Management
Colorado
– -$85.8K -380 Closed
CFO
991
CVA Family Office
Colorado
– -$42.2K -187 Closed
PIAS
992
PCA Investment Advisory Services
Ohio
– -$38.9K -172 Closed
ODG
993
O'Dell Group
Ohio
– -$35.5K -157 Closed
SF
994
Safeguard Financial
Wisconsin
– -$31K -140 Closed
AP
995
Arlington Partners
Alabama
– -$24.4K -108 Closed
TCOV
996
Trust Company of Vermont
Vermont
– -$21.5K -95 Closed
RI
997
Ridgewood Investments
New Jersey
– -$12.7K -56 Closed
HWA
998
Heritage Wealth Advisors
Virginia
– -$12.4K -55 Closed
NFSG
999
Newbridge Financial Services Group
Florida
– -$11.7K -52 Closed
PMFA
1000
Plante Moran Financial Advisors
Michigan
– -$11.1K -49 Closed