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Name Holding Trade Value Shares
Change
Change in
Stake
HCMNY
1201
Howard Capital Management (New York)
New York
-$258K -1,262 Closed
BBNA
1202
Bremer Bank National Association
Minnesota
-$256K -1,251 Closed
MOS
1203
MGO One Seven
Ohio
-$255K -1,248 Closed
BP
1204
BBR Partners
New York
-$249K -1,219 Closed
MSAM
1205
Moloney Securities Asset Management
Missouri
-$249K -1,219 Closed
CCM
1206
Coldstream Capital Management
Washington
-$246K -1,199 Closed
SC
1207
SouthState Corp
Florida
-$245K -1,197 Closed
BB
1208
Bell Bank
North Dakota
-$244K -1,192 Closed
IWC
1209
Integrated Wealth Concepts
Massachusetts
-$238K -1,164 Closed
CIP
1210
Convergence Investment Partners
Florida
-$237K -1,158 Closed
MAFM
1211
Mid Atlantic Financial Management
Pennsylvania
-$235K -1,149 Closed
BAM
1212
Brave Asset Management
New Jersey
-$228K -1,117 Closed
VAG
1213
VisionPoint Advisory Group
Texas
-$228K -1,115 Closed
GWI
1214
Grace & White Inc
New York
-$227K -1,112 Closed
GLI
1215
Guardian Life Insurance
New York
-$226K -1,105 Closed
Fisher Asset Management
1216
Fisher Asset Management
Washington
-$225K -1,098 Closed
TFS
1217
Thoroughbred Financial Services
Tennessee
-$220K -1,078 Closed
AC
1218
Abbrea Capital
California
-$219K -1,071 Closed
OWP
1219
Obermeyer Wealth Partners
Colorado
-$215K -1,053 Closed
PFA
1220
Pure Financial Advisors
California
-$215K -1,053 Closed
SGK
1221
Steigerwald Gordon & Koch
Virginia
-$215K -1,051 Closed
Lido Advisors
1222
Lido Advisors
California
-$211K -1,032 Closed
LSA
1223
L & S Advisors
California
-$210K -1,029 Closed
HB
1224
Homrich & Berg
Georgia
-$210K -1,028 Closed
SBWM
1225
Sunflower Bank Wealth Management
Arizona
-$209K -1,021 Closed