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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
– -$75.8K -228 Closed
DWA
627
Dougherty Wealth Advisers
Minnesota
– -$61K -184 Closed
FAM
628
Fred Alger Management
New York
– -$32K -96 Closed
ICP
629
Interchange Capital Partners
Pennsylvania
– -$22K -68 Closed
AS
630
Altshuler Shaham
Israel
– -$15K -45 Closed
CYG
631
Clean Yield Group
Vermont
– -$14K -42 Closed
FHC
632
First Horizon Corporation
Tennessee
– -$8.23K -26 -90%
VCG
633
Vantage Consulting Group
Virginia
– -$8K -23 Closed
AA
634
AlphaMark Advisors
Kentucky
– -$6K -19 Closed
PWPS
635
Pinnacle Wealth Planning Services
Ohio
– -$6K -19 Closed
SSWG
636
Seven Springs Wealth Group
Tennessee
– -$6K -17 Closed
TFGT
637
TS Financial Group (TSFG)
Illinois
– -$4K -13 Closed
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
– -$4K -12 Closed
ABC
639
Associated Banc-Corp
Wisconsin
– -$4K -11 Closed
CCA
640
Childress Capital Advisors
Texas
– -$4K -11 Closed
FTDI
641
First Trust Direct Indexing
Massachusetts
– -$3K -9 Closed
BWA
642
BDO Wealth Advisors
Florida
– -$2K -6 Closed
BSSFA
643
Baron Silver Stevens Financial Advisors
Florida
– -$1K -5 Closed
RWA
644
Ropes Wealth Advisors
Massachusetts
– -$1K -2 Closed
22 23 24 25
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