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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
3251
Trillium Asset Management
Massachusetts
– -$256K -729 Closed
LCAM
3252
London & Capital Asset Management
United Kingdom
– -$252K -717 Closed
PCI
3253
Planning Center Inc
Illinois
– -$242K -689 Closed
MAG
3254
Mokosak Advisory Group
Iowa
– -$239K -680 Closed
PFM
3255
Patton Fund Management
Texas
– -$239K -679 Closed
FDP
3256
Financiere des Professionnels
Quebec, Canada
– -$232K -660 Closed
SFS
3257
Security Financial Services
Indiana
– -$232K -660 Closed
SWRP
3258
Summit Wealth & Retirement Planning
California
– -$231K -656 Closed
SOAM
3259
SBI Okasan Asset Management
Japan
– -$227K -650 Closed
HA
3260
HFG Advisors
Ohio
– -$228K -647 Closed
AR
3261
Altar Rock
New York
– -$227K -646 Closed
RB
3262
Renasant Bank
Mississippi
– -$227K -645 Closed
AFW
3263
Atlantic Family Wealth
Florida
– -$225K -639 Closed
MPWS
3264
McCarter Private Wealth Services
Massachusetts
– -$224K -636 Closed
6F
3265
626 Financial
Michigan
– -$222K -630 Closed
DTL
3266
Dynamic Technology Lab
Singapore
– -$217K -616 Closed
PAS
3267
Parsonex Advisory Services
Colorado
– -$215K -611 Closed
MCM
3268
Maple Capital Management
Vermont
– -$213K -606 Closed
GSIAS
3269
Garden State Investment Advisory Services
New Jersey
– -$207K -589 Closed
TPWA
3270
Twin Peaks Wealth Advisors
California
– -$179K -509 Closed
BOJHT
3271
Bank of Jackson Hole Trust
Wyoming
– -$108K -307 Closed
MTIC
3272
Missouri Trust & Investment Company
Missouri
– -$100K -285 Closed
WC
3273
Westwind Capital
New Mexico
– -$100K -285 Closed
SSG
3274
Summit Securities Group
New York
– -$92.9K -264 Closed
FFL
3275
Financial Freedom LLC
Ohio
– -$88.7K -252 Closed