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Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1026
Legacy Capital Wealth Partners
Arkansas
– -$290K -1,600 Closed
AAS
1027
Ameritas Advisory Services
Nebraska
– -$292K -1,590 Closed
WB
1028
West Bancorporation
Iowa
– -$285K -1,571 Closed
BAM
1029
Berkshire Asset Management
Pennsylvania
– -$270K -1,491 Closed
CWP
1030
Capital Wealth Planning
Florida
– -$257K -1,416 Closed
ICP
1031
Interchange Capital Partners
Pennsylvania
– -$263K -1,408 Closed
BAM
1032
Belpointe Asset Management
Nevada
– -$244K -1,347 Closed
PCH
1033
PGIM Custom Harvest
New Jersey
– -$241K -1,328 Closed
VHAM
1034
Van Hulzen Asset Management
California
– -$238K -1,313 Closed
SC
1035
Savant Capital
Illinois
– -$227K -1,253 Closed
IAA
1036
Independent Advisor Alliance
North Carolina
– -$219K -1,211 Closed
GIM
1037
Goelzer Investment Management
Indiana
– -$216K -1,193 Closed
FFP
1038
FourThought Financial Partners
Florida
– -$213K -1,173 Closed
ABC
1039
Associated Banc-Corp
Wisconsin
– -$212K -1,168 Closed
BIAS
1040
Beacon Investment Advisory Services
New Jersey
– -$209K -1,152 Closed
FAG
1041
Financial Advisory Group
Texas
– -$208K -1,147 Closed
RPGK
1042
Retirement Planning Group (Kansas)
Kansas
– -$207K -1,140 Closed
Financial Engines Advisors
1043
Financial Engines Advisors
California
– -$207K -1,135 Closed
DT
1044
Diversified Trust
Tennessee
– -$205K -1,132 Closed
SIC
1045
Samalin Investment Counsel
New York
– -$204K -1,126 Closed
LCM
1046
LCM Capital Management
Illinois
– -$203K -1,119 Closed
AAM
1047
Aureus Asset Management
Massachusetts
– -$202K -1,116 Closed
CNB
1048
Camden National Bank
Maine
– -$200K -1,105 Closed
LCM
1049
LVM Capital Management
Michigan
– -$200K -1,105 Closed
NHT
1050
New Hampshire Trust
New Hampshire
– -$157K -868 Closed