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Name Holding Trade Value Shares
Change
Change in
Stake
MA
2501
Mosaic Advisors
Texas
-$378K -666 Closed
AWM
2502
Aries Wealth Management
Maine
-$353K -623 Closed
SAMC
2503
Spectrum Asset Management (California)
California
-$353K -622 Closed
CIM
2504
Contravisory Investment Management
Massachusetts
-$343K -605 Closed
KWM
2505
Keebeck Wealth Management
Illinois
-$338K -596 Closed
AP
2506
Adero Partners
California
-$329K -581 Closed
LBC
2507
Lowe Brockenbrough & Co
Virginia
-$323K -570 Closed
TFA
2508
Teamwork Financial Advisors
Texas
-$318K -561 Closed
HBWM
2509
Hollow Brook Wealth Management
New York
-$298K -525 Closed
IF
2510
Integrity Financial
Wyoming
-$295K -520 Closed
ACM
2511
Aquatic Capital Management
Illinois
-$284K -500 Closed
ZCI
2512
Zevenbergen Capital Investments
Washington
-$284K -500 Closed
BWM
2513
BCS Wealth Management
Tennessee
-$281K -495 Closed
PP
2514
Pegasus Partners
Wisconsin
-$280K -493 Closed
SKK
2515
Shepherd Kaplan Krochuk
Massachusetts
-$278K -490 Closed
CWP
2516
Capital Wealth Planning
Florida
-$277K -488 Closed
PP
2517
Patron Partners
Texas
-$273K -482 Closed
TIAM2
2518
Tru Independence Asset Management 2
Oregon
-$273K -481 Closed
RGF
2519
Retirement Guys Formula
Ohio
-$267K -471 Closed
ORI
2520
Oak Ridge Investments
Illinois
-$266K -469 Closed
AS
2521
Altshuler Shaham
Israel
-$259K -457 Closed
YMRC
2522
Yorktown Management & Research Company
Virginia
-$255K -450 Closed
DLG
2523
Daniel L. Goodwin
-$253K -447 Closed
SC
2524
Scholtz & Company
Connecticut
-$252K -444 Closed
OTL
2525
Oak Thistle LLC
New York
-$250K -441 Closed