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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1151
Americana Partners
Texas
– -$365K -2,340 Closed
PMG
1152
ProVise Management Group
Florida
– -$363K -2,330 Closed
VWM
1153
Venturi Wealth Management
Texas
– -$362K -2,324 Closed
SC
1154
Searle & Co
Connecticut
– -$352K -2,262 Closed
FCBT
1155
First Citizens Bank & Trust
North Carolina
– -$342K -2,198 Closed
GJIC
1156
Gamble Jones Investment Counsel
California
– -$334K -2,146 Closed
OFW
1157
Omnia Family Wealth
Florida
– -$335K -2,141 Closed
WPW
1158
Waldron Private Wealth
Pennsylvania
– -$334K -2,138 Closed
FMTC
1159
Farmers & Merchants Trust Company
California
– -$326K -2,097 Closed
WKWM
1160
Walter & Keenan Wealth Management
Indiana
– -$319K -2,050 Closed
KCPG
1161
Kavar Capital Partners Group
Kansas
– -$318K -2,041 Closed
Cohen & Steers
1162
Cohen & Steers
New York
– -$304K -1,950 Closed
AC
1163
Asio Capital
Kentucky
– -$298K -1,915 Closed
AIM
1164
Aspen Investment Management
Michigan
– -$293K -1,884 Closed
JA
1165
JOYN Advisors
Georgia
– -$292K -1,879 Closed
AW
1166
ACG Wealth
Georgia
– -$287K -1,842 Closed
SS
1167
Sunbelt Securities
Texas
– -$286K -1,836 Closed
IWM
1168
IHT Wealth Management
Illinois
– -$286K -1,835 Closed
PCWA
1169
Pacific Capital Wealth Advisors
California
– -$284K -1,826 Closed
RPWA
1170
Regent Peak Wealth Advisors
Georgia
– -$282K -1,814 Closed
MGIM
1171
M&G Investment Management
United Kingdom
– -$281K -1,803 Closed
MCM
1172
Murphy Capital Management
New Jersey
– -$277K -1,782 Closed
I
1173
IberiaBank
Louisiana
– -$276K -1,772 Closed
BMCM
1174
Bryn Mawr Capital Management
Pennsylvania
– -$274K -1,761 Closed
FM
1175
Family Management
New York
– -$273K -1,755 Closed