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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
2201
FSB Premier Wealth Management
Iowa
– -$249K -1,026 Closed
MFS
2202
Mirabella Financial Services
United Kingdom
– -$246K -1,013 Closed
WPW
2203
Waldron Private Wealth
Pennsylvania
– -$245K -1,009 Closed
GOCP
2204
Great Oak Capital Partners
Massachusetts
– -$241K -1,006 Closed
MSR
2205
Main Street Research
Connecticut
– -$244K -1,005 Closed
BFO
2206
Biltmore Family Office
North Carolina
– -$244K -1,003 Closed
SRC
2207
Shufro Rose & Co
New York
– -$243K -1,000 Closed
JE
2208
Jacobs Equity
Utah
– -$242K -997 Closed
IDA
2209
Intelligence Driven Advisers
California
– -$241K -993 Closed
FCG
2210
Fielder Capital Group
Tennessee
– -$239K -984 Closed
UAG
2211
United Advisor Group
Ohio
– -$236K -972 Closed
NG
2212
Northstar Group
New York
– -$236K -969 Closed
VFG
2213
Victory Financial Group
Texas
– -$234K -964 Closed
MEAC
2214
M.E. Allison & Co
Texas
– -$233K -959 Closed
MFGM
2215
Marshall Financial Group (Maryland)
Maryland
– -$233K -958 Closed
LI
2216
LMCG Investments
Massachusetts
– -$232K -956 Closed
WJWM
2217
Williams Jones Wealth Management
New York
– -$232K -956 Closed
BOC
2218
Bull Oak Capital
California
– -$231K -952 Closed
WCM
2219
Wedge Capital Management
North Carolina
– -$229K -943 Closed
WA
2220
Wealth Architects
California
– -$229K -941 Closed
EB
2221
Exchange Bank
California
– -$228K -940 Closed
NPT
2222
National Philanthropic Trust
Pennsylvania
– -$228K -940 Closed
BST
2223
Bath Savings Trust
Maine
– -$227K -932 Closed
SA
2224
Skyline Advisors
Washington
– -$226K -931 Closed
DC
2225
DeDora Capital
California
– -$226K -929 Closed