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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
1751
Sherbrooke Park Advisers
New York
– -$327K -990 Closed
BHPW
1752
Beverly Hills Private Wealth
California
– -$327K -988 Closed
FFA
1753
Fortune Financial Advisors
Kansas
– -$324K -980 Closed
GWM
1754
Gitterman Wealth Management
New Jersey
– -$318K -959 Closed
BMCM
1755
Burns Matteson Capital Management
New York
– -$313K -947 Closed
AC
1756
Allstate Corporation
Illinois
– -$304K -921 Closed
PTC
1757
Petrus Trust Company
Texas
– -$302K -915 Closed
CA
1758
Crewe Advisors
Utah
– -$299K -905 Closed
KI
1759
Kapitalo Investimentos
Brazil
– -$289K -873 Closed
BFO
1760
Boston Family Office
Massachusetts
– -$274K -830 Closed
MA
1761
MJP Associates
Connecticut
– -$261K -791 Closed
ZIM
1762
Zacks Investment Management
Illinois
– -$260K -786 Closed
OWA
1763
Opal Wealth Advisors
New York
– -$252K -761 Closed
CCA
1764
Cobblestone Capital Advisors
New York
– -$224K -679 Closed
SCM
1765
Saxony Capital Management
Missouri
– -$211K -638 Closed
CCI
1766
Credit Capital Investments
New Jersey
– -$202K -610 Closed
CP
1767
Camelot Portfolios
Ohio
– -$138K -418 Closed
CBT
1768
Central Bank & Trust
Kentucky
– -$119K -360 Closed
RWMG
1769
Redwood Wealth Management Group
New Jersey
– -$66.8K -202 Closed
TH
1770
TCTC Holdings
Texas
– -$66.1K -200 Closed
FFA
1771
First Foundation Advisors
California
– -$65.1K -197 Closed
TSWM
1772
Tyler-Stone Wealth Management
Ohio
– -$59.2K -179 Closed
SP
1773
SWS Partners
Ohio
– -$45.3K -137 Closed
WIA
1774
Wetzel Investment Advisors
Indiana
– -$47.6K -131 Closed
KFS
1775
Kelly Financial Services
Massachusetts
– -$35.6K -108 Closed