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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
FGAM
991
Financial Gravity Asset Management
Texas
-$508 -226 Closed
CFO
992
CVA Family Office
Colorado
-$42.2K -187 Closed
PIAS
993
PCA Investment Advisory Services
Ohio
-$38.9K -172 Closed
ODG
994
O'Dell Group
Ohio
-$35.5K -157 Closed
SF
995
Safeguard Financial
Wisconsin
-$31K -140 Closed
AP
996
Arlington Partners
Alabama
-$24.4K -108 Closed
TCOV
997
Trust Company of Vermont
Vermont
-$21.5K -95 Closed
RI
998
Ridgewood Investments
New Jersey
-$12.7K -56 Closed
HWA
999
Heritage Wealth Advisors
Virginia
-$12.4K -55 Closed
NFSG
1000
Newbridge Financial Services Group
Florida
-$11.7K -52 Closed