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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
951
Teamwork Financial Advisors
Texas
– -$234K -1,744 Closed
CA
952
Continuum Advisory
Idaho
– -$224K -1,668 Closed
GHAM
953
Gilman Hill Asset Management
Connecticut
– -$216K -1,608 Closed
HHGA
954
Halbert Hargrove Global Advisors
California
– -$210K -1,560 Closed
DOA
955
D'Orazio & Associates
Virginia
– -$208K -1,548 Closed
PHIMC
956
Private Harbour Investment Management & Counsel
Ohio
– -$207K -1,540 Closed
FHA
957
Flagship Harbor Advisors
Massachusetts
– -$200K -1,488 Closed
VanEck Associates
958
VanEck Associates
New York
– -$165K -1,232 Closed
CWS
959
Confluence Wealth Services
Pennsylvania
– -$124K -928 Closed
SWM
960
Scissortail Wealth Management
Oklahoma
– -$118K -876 Closed
BAM
961
Barrett Asset Management
New York
– -$113K -844 Closed
NL
962
NKCFO LLC
Illinois
– -$99K -740 Closed
TH
963
TCTC Holdings
Texas
– -$97K -720 Closed
SFM
964
Signet Financial Management
New Jersey
– -$54K -400 Closed
RPCONE
965
Retirement Planning Company of New England
Rhode Island
– -$45K -340 Closed
BFEC
966
Benjamin F. Edwards & Company
Missouri
– -$37K -276 Closed
DFCM
967
Dark Forest Capital Management
Puerto Rico
– -$33K -248 Closed
EPM
968
Equitec Proprietary Markets
Illinois
– -$29K -216 Closed
EBA
969
Eagle Bay Advisors
New York
– -$25K -184 Closed
AP
970
Arlington Partners
Alabama
– -$24K -176 Closed
TCOV
971
Trust Company of Vermont
Vermont
– -$19K -144 Closed
HIIFS
972
Harel Insurance Investments & Financial Services
Israel
– -$18K -136 Closed
FPWM
973
FSB Premier Wealth Management
Iowa
– -$17K -128 Closed
RWA
974
RGT Wealth Advisors
Texas
– -$16K -120 Closed
TFGT
975
TS Financial Group (TSFG)
Illinois
– -$14K -104 Closed