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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
2926
Aureus Asset Management
Massachusetts
– -$337K -1,274 Closed
CAGAS
2927
Capital Advisory Group Advisory Services
Minnesota
– -$335K -1,265 Closed
EC
2928
EdgeRock Capital
Colorado
– -$332K -1,255 Closed
TFA
2929
Trinity Financial Advisors
Ohio
– -$331K -1,249 Closed
TM
2930
TigerOak Management
New Mexico
– -$327K -1,235 Closed
BBL
2931
Beck Bode LLC
Massachusetts
– -$326K -1,232 Closed
RP
2932
Riverwater Partners
Wisconsin
– -$326K -1,232 Closed
BCMLT
2933
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$325K -1,228 Closed
EFSCE
2934
Enterprise Financial Services Corp (EFSC)
Missouri
– -$324K -1,224 Closed
SWA
2935
Serenus Wealth Advisors
California
– -$322K -1,217 Closed
Williams Jones Wealth Management
2936
Williams Jones Wealth Management
New York
– -$321K -1,212 Closed
SAM
2937
Summit Asset Management
Tennessee
– -$321K -1,211 Closed
E
2938
Evansbrook
Illinois
– -$319K -1,205 Closed
KFS
2939
Kurt F. Somerville
– -$316K -1,194 Closed
Accredited Investors
2940
Accredited Investors
Minnesota
– -$316K -1,192 Closed
SMC
2941
Smith, Moore & Co
Missouri
– -$315K -1,190 Closed
HL
2942
HeadInvest LLC
Maine
– -$314K -1,187 Closed
MJP
2943
Michael J. Puzo
– -$314K -1,184 Closed
AF
2944
Apollon Financial
South Carolina
– -$312K -1,179 Closed
SFG
2945
SevenBridge Financial Group
Pennsylvania
– -$269K -1,174 Closed
Everett Harris & Co
2946
Everett Harris & Co
California
– -$309K -1,165 Closed
CSF
2947
Capital Squared Financial
Maryland
– -$307K -1,159 Closed
C1AG
2948
Client 1st Advisory Group
Florida
– -$307K -1,159 Closed
TMC
2949
Themes Management Co
Connecticut
– -$307K -1,157 Closed
MWA
2950
Motive Wealth Advisors
Michigan
– -$305K -1,153 Closed