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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1701
Angeles Investment Advisors
California
– -$308K -444 Closed
FWM
1702
Forefront Wealth Management
Pennsylvania
– -$280K -404 Closed
AFM
1703
Armstrong Fleming & Moore
District of Columbia
– -$273K -394 Closed
TF
1704
Threadgill Financial
Texas
– -$265K -383 Closed
EAM
1705
Empirical Asset Management
Massachusetts
– -$265K -382 Closed
AL
1706
Aspiriant LLC
California
– -$261K -376 Closed
AC
1707
ASB Consultores
Florida
– -$251K -362 Closed
MA
1708
MONECO Advisors
Connecticut
– -$250K -361 Closed
UWS
1709
Unique Wealth Strategies
Illinois
– -$250K -360 Closed
BBW
1710
Blue Barn Wealth
Utah
– -$245K -354 Closed
CAMV
1711
Concord Asset Management (Virginia)
Virginia
– -$242K -349 Closed
BIP
1712
Blueprint Investment Partners
North Carolina
– -$241K -348 Closed
TCBWMS
1713
Texas Capital Bank Wealth Management Services
Texas
– -$238K -344 Closed
MPCG
1714
Matrix Private Capital Group
New York
– -$238K -343 Closed
SAM
1715
Strive Asset Management
Ohio
– -$237K -342 Closed
BAM
1716
Blueshift Asset Management
New Jersey
– -$234K -338 Closed
GIA
1717
Gladstone Institutional Advisory
Florida
– -$230K -332 Closed
FTUS
1718
Flow Traders U.S.
New York
– -$226K -326 Closed
BTWM
1719
Baker Tilly Wealth Management
Wisconsin
– -$218K -314 Closed
GS
1720
GWN Securities
Florida
– -$230K -314 Closed
HBS
1721
Howard Bailey Securities
Indiana
– -$218K -314 Closed
ICM
1722
IMS Capital Management
Oregon
– -$216K -312 Closed
PWM
1723
Pines Wealth Management
North Carolina
– -$228K -309 Closed
MNBTD
1724
Moody National Bank Trust Division
Texas
– -$213K -308 Closed
SGK
1725
Steigerwald Gordon & Koch
Virginia
– -$211K -305 Closed