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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
-$235K -810 Closed
MC
402
Machina Capital
France
-$232K -800 Closed
MGIM
403
M&G Investment Management
United Kingdom
-$231K -797 Closed
KWM
404
Kingsview Wealth Management
Oregon
-$232K -796 Closed
PM
405
Parametrica Management
Hong Kong
-$224K -772 Closed
Creative Planning
406
Creative Planning
Kansas
-$213K -734 Closed
HR
407
Hayden Royal
North Carolina
-$213K -734 Closed
American Century Companies
408
American Century Companies
Missouri
-$211K -727 Closed
CCA
409
Catalyst Capital Advisors
New York
-$132K -455 Closed
Loomis, Sayles & Company
410
Loomis, Sayles & Company
Massachusetts
-$92K -318 Closed
KFP
411
KB Financial Partners
New Jersey
-$89K -306 Closed
RA
412
Rational Advisors
New York
-$65K -225 Closed
CWC
413
Carolinas Wealth Consulting
North Carolina
-$56K -193 Closed
RDWM
414
Red Door Wealth Management
Tennessee
-$40K -138 Closed
TFM
415
TFC Financial Management
Massachusetts
-$23K -80 Closed
HGWM
416
Harvest Group Wealth Management
Massachusetts
-$17K -60 Closed
RCA
417
Ranch Capital Advisors
Florida
-$10K -40 Closed
WAS
418
Winch Advisory Services
Wisconsin
-$10K -34 Closed
EWM
419
Evermay Wealth Management
Virginia
-$9K -32 Closed
CCMW
420
Cypress Capital Management (Wyoming)
Wyoming
-$9K -30 Closed
H
421
Hexavest
Quebec, Canada
-$8K -26 Closed
LWM
422
Liberty Wealth Management
California
-$4.71K -19 -95%
MCM
423
Manchester Capital Management
Vermont
-$6K -19 Closed
EFSCE
424
Enterprise Financial Services Corp (EFSC)
Missouri
-$5K -16 Closed
CA
425
Clearstead Advisors
Ohio
-$4K -15 Closed