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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1151
Delap Wealth Advisory
Oregon
– -$247K -1,614 Closed
LA
1152
LVW Advisors
New York
– -$247K -1,610 Closed
AL
1153
Aspiriant LLC
California
– -$246K -1,604 Closed
OIA
1154
OneDigital Investment Advisors
Kansas
– -$245K -1,598 Closed
WAP
1155
Wealthcare Advisory Partners
Pennsylvania
– -$242K -1,583 Closed
BFS
1156
Bradley Foster & Sargent
Connecticut
– -$238K -1,556 Closed
SC
1157
Saturna Capital
Washington
– -$235K -1,535 Closed
HW
1158
Hamilton Wealth
California
– -$233K -1,523 Closed
WIC
1159
Woodmont Investment Counsel
Tennessee
– -$232K -1,514 Closed
AHB
1160
Abner Herrman & Brock
New Jersey
– -$230K -1,500 Closed
Fiera Capital (Canada)
1161
Fiera Capital (Canada)
Quebec, Canada
– -$230K -1,500 Closed
LAS
1162
LWM Advisory Services
Florida
– -$230K -1,500 Closed
CW
1163
CreativeOne Wealth
Kansas
– -$229K -1,496 Closed
SA
1164
SL Advisors
New Jersey
– -$225K -1,472 Closed
DWT
1165
Dorsey & Whitney Trust
South Dakota
– -$225K -1,470 Closed
BDA
1166
Borer Denton & Associates
Pennsylvania
– -$224K -1,465 Closed
CC
1167
Corton Capital
Ontario, Canada
– -$224K -1,463 Closed
PA
1168
Profund Advisors
Maryland
– -$221K -1,444 Closed
VHAM
1169
Van Hulzen Asset Management
California
– -$219K -1,430 Closed
TWG
1170
The Wealth Group
Minnesota
– -$203K -1,417 Closed
WJWM
1171
Williams Jones Wealth Management
New York
– -$216K -1,413 Closed
BWM
1172
Baron Wealth Management
Michigan
– -$216K -1,412 Closed
MMM
1173
Mendel Money Management
Illinois
– -$216K -1,411 Closed
AMG
1174
Advisors Management Group
Wisconsin
– -$215K -1,405 Closed
BEAM
1175
Baker Ellis Asset Management
Washington
– -$214K -1,400 Closed