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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2051
Angeles Investment Advisors
California
– -$660K -2,964 Closed
DA
2052
DCM Advisors
New York
– -$600K -2,695 Closed
MCC
2053
Malaga Cove Capital
California
– -$596K -2,693 Closed
BPM
2054
Bowling Portfolio Management
Ohio
– -$588K -2,641 Closed
WTB
2055
Washington Trust Bank
Washington
– -$522K -2,347 Closed
PIG
2056
Pantheon Investment Group
California
– -$510K -2,291 Closed
WMSA
2057
Weiss Multi-Strategy Advisers
New York
– -$509K -2,286 Closed
FMWA
2058
Forvis Mazars Wealth Advisors
Missouri
– -$502K -2,257 Closed
WA
2059
Wealth Advisors
California
– -$490K -2,200 Closed
VHAM
2060
Van Hulzen Asset Management
California
– -$465K -2,089 Closed
LFF
2061
Level Four Financial
Texas
– -$427K -1,921 Closed
CT
2062
Chicago Trust
Illinois
– -$422K -1,897 Closed
AWCI
2063
Alpine Woods Capital Investors
New York
– -$401K -1,800 Closed
BFWA
2064
Benchmark Financial Wealth Advisors
Florida
– -$379K -1,703 Closed
DF
2065
Donoghue Forlines
Massachusetts
– -$366K -1,644 Closed
T
2066
TRUADVICE
Florida
– -$368K -1,639 Closed
SFP
2067
Sandbox Financial Partners
Maryland
– -$363K -1,629 Closed
OA
2068
Oxbow Advisors
Texas
– -$357K -1,606 Closed
CCM
2069
Community Capital Management
Florida
– -$356K -1,600 Closed
JCM
2070
JS Capital Management
New York
– -$356K -1,600 Closed
PL
2071
Plancorp LLC
Missouri
– -$352K -1,580 Closed
SW
2072
StrongBox Wealth
Missouri
– -$350K -1,574 Closed
DBRC
2073
D.B. Root & Company
Pennsylvania
– -$332K -1,495 Closed
CCG
2074
Capital CS Group
California
– -$268K -1,479 Closed
TFCP
2075
Twin Focus Capital Partners
Massachusetts
– -$321K -1,443 Closed