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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
701
Tiemann Investment Advisors
California
– -$230K -2,200 Closed
SCA
702
Snowden Capital Advisors
New York
– -$228K -2,185 Closed
BL
703
Balentine LLC
Georgia
– -$227K -2,173 Closed
SP
704
Symmetry Partners
Connecticut
– -$225K -2,161 Closed
CCB
705
Country Club Bank
Missouri
– -$225K -2,150 Closed
AT
706
American Trust
Kentucky
– -$220K -2,108 Closed
SICM
707
Sustainable Insight Capital Management
New York
– -$218K -2,094 Closed
IAA
708
Independent Advisor Alliance
North Carolina
– -$216K -2,073 Closed
RVPG
709
Relative Value Partners Group
– -$210K -2,012 Closed
CC
710
Corton Capital
Ontario, Canada
– -$209K -2,000 Closed
CGA
711
Crescent Grove Advisors
Illinois
– -$210K -2,000 Closed
GPA
712
Garrison Point Advisors
California
– -$205K -1,960 Closed
TCBWMS
713
Texas Capital Bank Wealth Management Services
Texas
– -$202K -1,937 Closed
CFG
714
Citizens Financial Group
Rhode Island
– -$191K -1,827 Closed
HCA
715
Heck Capital Advisors
Wisconsin
– -$182K -1,746 Closed
AF
716
Advisornet Financial
Minnesota
– -$90.9K -871 Closed
FA
717
Fiduciary Alliance
South Carolina
– -$83.5K -800 Closed
Federated Hermes
718
Federated Hermes
Pennsylvania
– -$71.6K -686 Closed
FAM
719
Fred Alger Management
New York
– -$70.2K -673 Closed
VWM
720
Valley Wealth Managers
New Jersey
– -$54.8K -525 Closed
FCG
721
Financial Connections Group
California
– -$52K -500 Closed
QP
722
Quilter Plc
United Kingdom
– -$447K -450 Closed
SS
723
Sunbelt Securities
Texas
– -$41.7K -400 Closed
CLOS
724
Compagnie Lombard Odier SCmA
Switzerland
– -$28.5K -273 Closed
PPC
725
Park Place Capital
Alabama
– -$19.5K -187 Closed