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Name Holding Trade Value Shares
Change
Change in
Stake
BS
2301
Bessemer Securities
New York
– -$218K -573 Closed
CFS
2302
Cannon Financial Strategists
Georgia
– -$218K -573 Closed
BFA
2303
Benedict Financial Advisors
Georgia
– -$215K -565 Closed
TIA
2304
Traphagen Investment Advisors
New Jersey
– -$215K -564 Closed
VFP
2305
Verus Financial Partners
Virginia
– -$213K -560 Closed
ARG
2306
Advisory Resource Group
Oklahoma
– -$212K -558 Closed
BWM
2307
Biltmore Wealth Management
Arizona
– -$212K -556 Closed
MC
2308
Matisse Capital
Oregon
– -$211K -555 Closed
NPPM
2309
North Point Portfolio Managers
Ohio
– -$210K -553 Closed
PAS
2310
Partnervest Advisory Services
California
– -$210K -553 Closed
KLI
2311
Kelman-Lazarov Inc
Tennessee
– -$208K -548 Closed
OFW
2312
Omnia Family Wealth
Florida
– -$208K -546 Closed
SC
2313
Slow Capital
California
– -$206K -540 Closed
IDA
2314
Intelligence Driven Advisers
California
– -$204K -535 Closed
JCM
2315
Jacobsen Capital Management
Utah
– -$201K -530 Closed
GHAM
2316
Gilman Hill Asset Management
Connecticut
– -$201K -527 Closed
PCM
2317
Pointe Capital Management
Michigan
– -$164K -430 Closed
SAS
2318
Stelac Advisory Services
New York
– -$135K -356 Closed
SMFG
2319
Sumitomo Mitsui Financial Group
Japan
– -$136K -355 Closed
KWA
2320
KCS Wealth Advisory
California
– -$128K -336 Closed
APSP
2321
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$126K -332 Closed
GWAG
2322
Garrett Wealth Advisory Group
Texas
– -$72.3K -190 Closed
CCA
2323
Catalyst Capital Advisors
New York
– -$50K -132 Closed
SWM
2324
Selective Wealth Management
Virginia
– -$44K -116 Closed
VIM
2325
Veritas Investment Management
United Kingdom
– -$40K -105 Closed