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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HB Wealth Management
Georgia
– -$225K -3,629 Closed
CIG
702
Cullen Investment Group
Louisiana
– -$225K -3,615 Closed
HAG
703
HighPoint Advisor Group
Illinois
– -$202K -3,615 Closed
BRWA
704
B. Riley Wealth Advisors
Florida
– -$222K -3,571 Closed
RPCONE
705
Retirement Planning Company of New England
Rhode Island
– -$220K -3,542 Closed
CC
706
Cadinha & Co
Hawaii
– -$220K -3,540 Closed
DWA
707
Douglass Winthrop Advisors
New York
– -$217K -3,500 Closed
KP
708
Keel Point
Alabama
– -$213K -3,423 Closed
CCM
709
Cohen Capital Management
California
– -$212K -3,419 Closed
CC
710
Courier Capital
New York
– -$211K -3,400 Closed
PCM
711
Prelude Capital Management
New York
– -$211K -3,400 Closed
FPTW
712
Franklin, Parlapiano, Turner & Welch
Texas
– -$211K -3,393 Closed
PS
713
Planned Solutions
California
– -$209K -3,371 Closed
EWA
714
Exencial Wealth Advisors
Oklahoma
– -$207K -3,336 Closed
BWM
715
Baron Wealth Management
Michigan
– -$206K -3,309 Closed
C
716
Certuity
Florida
– -$218K -3,293 Closed
TIAA Trust, National Association
717
TIAA Trust, National Association
North Carolina
– -$203K -3,268 Closed
MFG
718
Merit Financial Group
Georgia
– -$200K -3,221 Closed
UCI
719
Uncommon Cents Investing
Wisconsin
– -$182K -2,930 Closed
AIM
720
Acropolis Investment Management
Missouri
– -$160K -2,584 Closed
CF
721
Centaurus Financial
California
– -$149K -2,401 Closed
WI
722
Wintrust Investments
Illinois
– -$129K -2,077 Closed
FAM
723
Flaharty Asset Management
Florida
– -$98.3K -1,583 Closed
OA
724
Operose Advisors
Wisconsin
– -$75.2K -1,211 Closed
GJWM
725
Gilliland Jeter Wealth Management
Arkansas
– -$38.8K -625 Closed