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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1051
OneAscent Financial Services
Alabama
– -$307K -1,396 Closed
B
1052
Bailard
California
– -$296K -1,344 Closed
CWA
1053
Centennial Wealth Advisory
Michigan
– -$291K -1,323 Closed
SRC
1054
Shufro Rose & Co
New York
– -$286K -1,300 Closed
COF
1055
Capital One Financial
Virginia
– -$272K -1,235 Closed
CMI
1056
Clare Market Investments
Texas
– -$267K -1,215 Closed
Vontobel Holding
1057
Vontobel Holding
Switzerland
– -$251K -1,143 Closed
MCA
1058
Magnolia Capital Advisors
Mississippi
– -$243K -1,104 Closed
AWE
1059
Avidian Wealth Enterprises
Texas
– -$242K -1,101 Closed
CCM
1060
Coerente Capital Management
Ontario, Canada
– -$234K -1,065 Closed
MMPW
1061
Mitchell McLeod Pugh & Williams
Alabama
– -$234K -1,065 Closed
AWM
1062
Axxcess Wealth Management
California
– -$230K -1,047 Closed
CIA
1063
Capital Investment Advisors
Georgia
– -$230K -1,044 Closed
SWP
1064
Strategic Wealth Partners
Ohio
– -$228K -1,035 Closed
RT
1065
Rockland Trust
Massachusetts
– -$225K -1,024 Closed
VCM
1066
Vivaldi Capital Management
Illinois
– -$224K -1,016 Closed
FRM
1067
Fox Run Management
Connecticut
– -$223K -1,011 Closed
AIM
1068
Axiom Investment Management
New York
– -$222K -1,008 Closed
HC
1069
HNP Capital
New York
– -$220K -1,000 Closed
RF
1070
Rollins Financial
Georgia
– -$220K -1,000 Closed
RCG
1071
Regatta Capital Group
California
– -$219K -996 Closed
IC
1072
IEQ Capital
California
– -$215K -975 Closed
ZIC
1073
ZWJ Investment Counsel
Georgia
– -$215K -975 Closed
LJAC
1074
L.J. Altfest & Co
New York
– -$213K -967 Closed
KLI
1075
Kelman-Lazarov Inc
Tennessee
– -$212K -963 Closed