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Name Holding Trade Value Shares
Change
Change in
Stake
SO
326
STRS Ohio
Ohio
– -$44.5K -1,800 Closed
MCM
327
MAI Capital Management
Ohio
– -$40.7K -1,646 Closed
QCG
328
Quadrant Capital Group
Ohio
– -$17.5K -706 Closed
TPWA
329
Twin Peaks Wealth Advisors
California
– -$9.13K -369 Closed
BWA
330
Basecamp Wealth Advisors
Washington
– -$3.44K -139 Closed
ASN
331
Advisory Services Network
Georgia
– -$2.9K -117 Closed
RFP
332
Root Financial Partners
California
– -$2.82K -114 Closed
WPA
333
Wealth Preservation Advisors
Tennessee
– -$2.38K -96 Closed
BONH
334
Bank of New Hampshire
New Hampshire
– -$2.23K -90 Closed
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
– -$2.05K -83 Closed
PWA
336
Physician Wealth Advisors
Utah
– -$1.46K -59 Closed
KFAS
337
Keating Financial Advisory Services
Kansas
– -$1.14K -46 Closed
AW
338
Avion Wealth
Texas
– -$996 -40 -65%
WA
339
Whipplewood Advisors
Colorado
– -$520 -21 Closed
RWM
340
Rialto Wealth Management
New York
– -$495 -20 Closed
SIC
341
SJS Investment Consulting
Ohio
– -$223 -9 Closed
KG
342
Kilter Group
New York
– -$174 -7 Closed
DF
343
DecisionPoint Financial
Arizona
– -$149 -6 Closed
DPW
344
DiNuzzo Private Wealth
Pennsylvania
– -$50 -2 Closed
JWA
345
JFS Wealth Advisors
Pennsylvania
– -$50 -2 Closed
CW
346
Curio Wealth
Maryland
– -$25 -1 Closed
DF
347
Dunhill Financial
United Kingdom
– -$33 -1 Closed
EA
348
Evolution Advisers
Virginia
– +$249 +10 New