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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1176
Forum Financial Management
Illinois
– -$207K -1,675 Closed
PAM
1177
Pegasus Asset Management
New York
– -$205K -1,663 Closed
HAG
1178
HighPoint Advisor Group
Illinois
– -$203K -1,646 Closed
RCA
1179
Resonant Capital Advisors
Wisconsin
– -$202K -1,638 Closed
CS
1180
Cannell & Spears
New York
– -$201K -1,632 Closed
JAG
1181
Journey Advisory Group
Kentucky
– -$201K -1,631 Closed
EFS
1182
Essex Financial Services
Connecticut
– -$201K -1,630 Closed
HWA
1183
Heartwood Wealth Advisors
Virginia
– -$193K -1,564 Closed
WSC
1184
Wellington Shields & Co
New York
– -$173K -1,400 Closed
PS
1185
Principal Securities
Iowa
– -$144K -1,169 Closed
SIC
1186
Salem Investment Counselors
North Carolina
– -$142K -1,150 Closed
BRWA
1187
B. Riley Wealth Advisors
Florida
– -$130K -1,058 Closed
BDL
1188
Banque de Luxembourg
Luxembourg
– -$123K -1,000 Closed
WANY
1189
Wealthspire Advisors (New York)
New York
– -$122K -993 Closed
MG
1190
Mather Group
Illinois
– -$121K -980 Closed
PPA
1191
Painted Porch Advisors
California
– -$76.6K -621 Closed
KFA
1192
Kelleher Financial Advisors
New York
– -$75.8K -615 Closed
WSCM
1193
Wellington Shields Capital Management
New York
– -$64.7K -525 Closed
CIAM
1194
Caitong International Asset Management
Hong Kong
– -$61.6K -500 Closed
DSC
1195
Duncker Streett & Co
Missouri
– -$61K -495 Closed
SOW
1196
State of Wyoming
Wyoming
– -$49.9K -405 Closed
Kayne Anderson Rudnick Investment Management
1197
Kayne Anderson Rudnick Investment Management
California
– -$48.1K -390 Closed
GWS
1198
Greykasell Wealth Strategies
California
– -$45.9K -372 Closed
TCM
1199
TruNorth Capital Management
Michigan
– -$36.7K -298 Closed
IFS
1200
Intelligent Financial Strategies
Minnesota
– -$31.6K -256 Closed