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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1101
Boston Trust Walden
Massachusetts
-$376K -3,048 Closed
MYIA
1102
Mount Yale Investment Advisors
Colorado
-$370K -2,998 Closed
EF
1103
Empowered Funds
Pennsylvania
-$366K -2,972 Closed
SMA
1104
Sage Mountain Advisors
Georgia
-$364K -2,952 Closed
OFG
1105
OmniStar Financial Group
North Carolina
-$364K -2,949 Closed
FPAS
1106
Focus Partners Advisor Solutions
Missouri
-$328K -2,851 Closed
HCM
1107
Hall Capital Management
Rhode Island
-$352K -2,851 Closed
CCG
1108
Coastwise Capital Group
California
-$343K -2,780 Closed
CIAS
1109
CFS Investment Advisory Services
New Jersey
-$317K -2,733 Closed
AIA
1110
AssuredPartners Investment Advisors
Florida
-$336K -2,727 Closed
NP
1111
NorthRock Partners
Minnesota
-$331K -2,684 Closed
BMCM
1112
Bryn Mawr Capital Management
Pennsylvania
-$328K -2,661 Closed
HI
1113
Humankind Investments
New York
-$319K -2,589 Closed
MOS
1114
MGO One Seven
Ohio
-$319K -2,585 Closed
FRA
1115
Frank Rimerman Advisors
California
-$308K -2,500 Closed
CC
1116
Courier Capital
New York
-$306K -2,485 Closed
WHCI
1117
W.H. Cornerstone Investments
Massachusetts
-$299K -2,423 Closed
FNB
1118
Farmers National Bank
Kentucky
-$292K -2,372 Closed
BFC
1119
Bedel Financial Consulting
Indiana
-$292K -2,368 Closed
EFG
1120
Everhart Financial Group
Ohio
-$285K -2,312 Closed
GT
1121
Greenleaf Trust
Michigan
-$276K -2,242 Closed
HWM
1122
HFR Wealth Management
New York
-$273K -2,217 Closed
GWMR
1123
GC Wealth Management RIA
Massachusetts
-$272K -2,206 Closed
RWP
1124
Ridgecrest Wealth Partners
California
-$272K -2,204 Closed
SMH
1125
Sanders Morris Harris
Texas
-$269K -2,183 Closed