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Name Holding Trade Value Shares
Change
Change in
Stake
OM
1101
OV Management
Minnesota
– -$302K -1,404 Closed
RCWM
1102
Red Crane Wealth Management
California
– -$301K -1,400 Closed
WIA
1103
World Investment Advisors
California
– -$300K -1,399 Closed
NICM
1104
Neo Ivy Capital Management
New York
– -$299K -1,394 Closed
SF
1105
Summit Financial
New Jersey
– -$299K -1,390 Closed
OF
1106
Optimize Financial
California
– -$297K -1,384 Closed
WFI
1107
West Family Investments
California
– -$296K -1,380 Closed
SAM
1108
Simplify Asset Management
Nevada
– -$295K -1,375 Closed
KIA
1109
KCM Investment Advisors
California
– -$295K -1,372 Closed
IAS
1110
Insigneo Advisory Services
Florida
– -$294K -1,370 Closed
NAM
1111
NorthCrest Asset Manangement
Minnesota
– -$285K -1,365 Closed
NWAG
1112
Net Worth Advisory Group
Utah
– -$293K -1,362 Closed
FRA
1113
Frank Rimerman Advisors
California
– -$291K -1,356 Closed
GWMR
1114
GC Wealth Management RIA
Massachusetts
– -$290K -1,352 Closed
WA
1115
Waverly Advisors
Alabama
– -$287K -1,338 Closed
MWM
1116
Mindset Wealth Management
Indiana
– -$285K -1,329 Closed
LA
1117
Legacy Advisors
Pennsylvania
– -$284K -1,322 Closed
MCCP
1118
Mission Creek Capital Partners
California
– -$284K -1,321 Closed
PIA
1119
Perennial Investment Advisors
California
– -$283K -1,317 Closed
ES
1120
Element Squared
Minnesota
– -$282K -1,311 Closed
SFG
1121
Synergy Financial Group
California
– -$280K -1,305 Closed
VFA
1122
Voya Financial Advisors
Connecticut
– -$286K -1,305 Closed
AWA
1123
Argos Wealth Advisors
California
– -$277K -1,291 Closed
FPAS
1124
Focus Partners Advisor Solutions
Missouri
– -$277K -1,288 Closed
CIA
1125
Choate Investment Advisors
Massachusetts
– -$273K -1,273 Closed