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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1026
Transform Wealth
Colorado
– -$309K -8,219 Closed
MA
1027
Mutual Advisors
Nebraska
– -$307K -8,162 Closed
IPWA
1028
International Private Wealth Advisors
California
– -$284K -7,562 Closed
WA
1029
Waverly Advisors
Alabama
– -$267K -7,102 Closed
WCA
1030
Westover Capital Advisors
Delaware
– -$256K -6,806 Closed
LFAS
1031
Level Four Advisory Services
Texas
– -$243K -6,759 Closed
CIA
1032
Capital Investment Advisors
Georgia
– -$249K -6,635 Closed
CT
1033
Chicago Trust
Illinois
– -$248K -6,607 Closed
CW
1034
CreativeOne Wealth
Kansas
– -$247K -6,587 Closed
BTWM
1035
Baker Tilly Wealth Management
Wisconsin
– -$243K -6,473 Closed
VFA
1036
Valeo Financial Advisors
Indiana
– -$244K -6,453 Closed
FAIM
1037
Financial Advocates Investment Management
Washington
– -$240K -6,385 Closed
TBNY
1038
Trustco Bank (New York)
New York
– -$239K -6,353 Closed
LOAMS
1039
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$235K -6,263 Closed
Fiera Capital (Canada)
1040
Fiera Capital (Canada)
Quebec, Canada
– -$233K -6,200 Closed
CCMG
1041
Clark Capital Management Group
Pennsylvania
– -$230K -6,120 Closed
CPA
1042
Court Place Advisors
Maryland
– -$226K -6,007 Closed
RCA
1043
Resonant Capital Advisors
Wisconsin
– -$220K -5,869 Closed
FHB
1044
First Hawaiian Bank
Hawaii
– -$219K -5,816 Closed
CSIC
1045
Clifford Swan Investment Counsel
California
– -$217K -5,773 Closed
BJL
1046
Brighton Jones LLC
Washington
– -$216K -5,740 Closed
CB
1047
Cadence Bank
Mississippi
– -$215K -5,718 Closed
NB
1048
NBT Bank
New York
– -$213K -5,663 Closed
CFG
1049
Compton Financial Group
Maryland
– -$212K -5,656 Closed
SMC
1050
Smith, Moore & Co
Missouri
– -$212K -5,637 Closed