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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1101
Congress Asset Management
Massachusetts
-$217K -1,159 Closed
BEI
1102
Benjamin Edwards Inc
Missouri
-$215K -1,146 Closed
AWM
1103
Aberdeen Wealth Management
Illinois
-$211K -1,125 Closed
OCPWS
1104
One Charles Private Wealth Services
Massachusetts
-$211K -1,124 Closed
RB
1105
Rodgers Brothers
Pennsylvania
-$210K -1,120 Closed
CAM
1106
Claret Asset Management
Quebec, Canada
-$208K -1,106 Closed
AWCI
1107
Alpine Woods Capital Investors
New York
-$206K -1,100 Closed
MJP
1108
Michael J. Puzo
-$206K -1,100 Closed
SHFA
1109
SS&H Financial Advisors
Michigan
-$207K -1,100 Closed
RCWM
1110
Royal Capital Wealth Management
Indiana
-$205K -1,095 Closed
LK
1111
Lumbard & Kellner
New Hampshire
-$204K -1,085 Closed
DP
1112
Dearborn Partners
Illinois
-$203K -1,081 Closed
CFGS
1113
Concourse Financial Group Securities
Alabama
-$119K -600 Closed
NAAA
1114
New Age Alpha Advisors
New York
-$107K -569 Closed
CCA
1115
Catalyst Capital Advisors
New York
-$68.1K -363 Closed
MCM
1116
Mainstream Capital Management
California
-$60.6K -323 Closed
AWM
1117
Avior Wealth Management
Nebraska
-$48.4K -258 Closed
IRC
1118
Investors Research Corp
Georgia
-$43.7K -233 Closed
TCG
1119
Transcendent Capital Group
Oklahoma
-$43.3K -231 Closed
EDRH
1120
Edmond de Rothschild Holding
Switzerland
-$43.1K -230 Closed
KG
1121
Kieckhefer Group
Wisconsin
-$37.5K -200 Closed
RS
1122
R Squared
Hong Kong
-$33.8K -180 Closed
MFG
1123
Mendota Financial Group
Wisconsin
-$32.8K -175 Closed
FLP
1124
Financial Life Planners
Arizona
-$27.9K -149 Closed
EC
1125
Elequin Capital
New York
-$9.76K -52 Closed