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XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
801
Migdal Insurance & Financial Holdings
Israel
– -$98.8K -508 Closed
MCM
802
MAI Capital Management
Ohio
– -$71.4K -367 Closed
RFP
803
Root Financial Partners
California
– -$70.4K -362 Closed
ASN
804
Advisory Services Network
Georgia
– -$62.1K -319 Closed
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$29.4K -151 Closed
TPWA
806
Twin Peaks Wealth Advisors
California
– -$27.6K -142 Closed
BW
807
Bravera Wealth
North Dakota
– -$19.3K -99 Closed
LWMI
808
Legacy Wealth Management (Idaho)
Idaho
– -$14.8K -76 Closed
AA
809
Ancora Advisors
Ohio
– -$14.6K -75 Closed
AT
810
Arlington Trust
Alabama
– -$9.92K -51 Closed
GEA
811
Glen Eagle Advisors
New Jersey
– -$6.81K -35 Closed
LAS
812
Lloyd Advisory Services
Georgia
– -$3.89K -20 Closed
PWA
813
Portus Wealth Advisors
North Carolina
– -$3.89K -20 Closed
AP
814
Aspect Partners
Virginia
– -$2.72K -14 Closed
IWS
815
Intentional Wealth Strategies
Colorado
– -$2.14K -11 Closed
NS
816
NBC Securities
Alabama
– -$1.56K -8 Closed
VWM
817
Vermillion Wealth Management
Minnesota
– -$1.56K -8 Closed
WA
818
Whipplewood Advisors
Colorado
– -$1.17K -6 Closed
TWM
819
TopTier Wealth Management
Wisconsin
– -$778 -4 Closed
CA
820
Crewe Advisors
Utah
– -$584 -3 Closed
FFA
821
Frazier Financial Advisors
Ohio
– -$390 -2 Closed
AWM
822
Abound Wealth Management
Tennessee
– -$176 -1 Closed
CW
823
Curio Wealth
Maryland
– -$195 -1 Closed
EA
824
Evolution Advisers
Virginia
– +$423 +2 New
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