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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2126
Okabena Investment Services
Minnesota
– -$368K -2,560 Closed
CA
2127
Crumly & Associates
Illinois
– -$368K -2,557 Closed
FBC
2128
Fairfield, Bush & Co
Connecticut
– -$359K -2,493 Closed
BAS
2129
Brown Advisory Securities
Maryland
– -$346K -2,408 Closed
PHS
2130
Pekin Hardy Strauss
Illinois
– -$334K -2,324 Closed
CSI
2131
Cross Staff Investments
New York
– -$331K -2,300 Closed
RA
2132
Riverstone Advisors
Texas
– -$316K -2,195 Closed
WMA
2133
Wealth Management Associates
New Jersey
– -$312K -2,169 Closed
RMCM
2134
Reynders McVeigh Capital Management
Massachusetts
– -$305K -2,121 Closed
DP
2135
DDD Partners
Washington
– -$299K -2,081 Closed
BPGAM
2136
BTG Pactual Global Asset Management
Bermuda
– -$303K -2,073 Closed
XT
2137
XTX Topco
Cayman Islands
– -$294K -2,043 Closed
WCM
2138
WealthBridge Capital Management
Ohio
– -$334K -2,022 Closed
HW
2139
Hamilton Wealth
California
– -$284K -1,975 Closed
PWMAG
2140
Pinnacle Wealth Management Advisory Group
New Jersey
– -$276K -1,920 Closed
PFM
2141
Privium Fund Management
Netherlands
– -$275K -1,872 Closed
LP
2142
LGL Partners
Pennsylvania
– -$263K -1,827 Closed
BBW
2143
Blue Barn Wealth
Utah
– -$261K -1,813 Closed
ARC
2144
Advisor Resource Council
Texas
– -$258K -1,795 Closed
GA
2145
Geller Advisors
New York
– -$258K -1,793 Closed
CPA
2146
Capital Planning Advisors
California
– -$253K -1,756 Closed
CAG
2147
Csenge Advisory Group
Florida
– -$252K -1,750 Closed
CWP
2148
Curated Wealth Partners
California
– -$251K -1,746 Closed
P
2149
&Partners
Tennessee
– -$248K -1,725 Closed
GWANC
2150
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$245K -1,701 Closed