Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
326
Wilbanks Smith & Thomas Asset Management
Virginia
– -$248K -5,592 Closed
S
327
swisspartners
Liechtenstein
– -$244K -5,500 Closed
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
– -$231K -5,210 Closed
LNC
329
Lincoln National Corp
Pennsylvania
– -$230K -5,185 Closed
LJAC
330
L.J. Altfest & Co
New York
– -$230K -5,182 Closed
SEC
331
Seven Eight Capital
New York
– -$222K -4,992 Closed
Janus Henderson Group
332
Janus Henderson Group
– -$211K -4,759 Closed
IWA
333
Intercontinental Wealth Advisors
Texas
– -$206K -4,635 Closed
CG
334
Carmignac Gestion
France
– -$185K -4,172 Closed
VC
335
Vestor Capital
Illinois
– -$138K -3,100 Closed
ETC
336
Exchange Traded Concepts
Oklahoma
– -$101K -2,272 Closed
HI
337
Harbour Investments
Wisconsin
– -$56K -1,271 Closed
SIC
338
Salem Investment Counselors
North Carolina
– -$40K -900 Closed
NFSG
339
Newbridge Financial Services Group
Florida
– -$33K -741 Closed
MA
340
Modus Advisors
Minnesota
– -$32K -731 Closed
PMFA
341
Plante Moran Financial Advisors
Michigan
– -$27K -600 Closed
ASN
342
Advisory Services Network
Georgia
– -$23K -520 Closed
RIA
343
RPG Investment Advisory
California
– -$10K -225 Closed
GAM
344
Gemmer Asset Management
California
– -$7K -150 Closed
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -107 Closed
SIS
346
Sound Income Strategies
Florida
– -$4K -100 Closed
TFM
347
TFC Financial Management
Massachusetts
– -$2K -50 Closed
Federated Hermes
348
Federated Hermes
Pennsylvania
– -$1K -1 Closed
CFA
349
Carroll Financial Associates
North Carolina
– +$278 +7 New