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Name Holding Trade Value Shares
Change
Change in
Stake
BP
2051
BBR Partners
New York
– -$137K -2,540 Closed
DWA
2052
Divergent Wealth Advisors
Utah
– -$160K -2,528 Closed
TH
2053
Timber Hill
Connecticut
– -$137K -2,525 Closed
JPG
2054
Jordan Park Group
California
– -$136K -2,490 Closed
TFS
2055
TrustCore Financial Services
Tennessee
– -$133K -2,453 Closed
SNBOSD
2056
Security National Bank of So Dak
Iowa
– -$130K -2,394 Closed
WC
2057
Weil Company
California
– -$129K -2,387 Closed
DWM
2058
Dynasty Wealth Management
Florida
– -$127K -2,354 Closed
LC
2059
LCNB Corp
Ohio
– -$126K -2,338 Closed
IHL
2060
Investment House LLC
California
– -$125K -2,319 Closed
BP
2061
Broadleaf Partners
Ohio
– -$125K -2,313 Closed
EWA
2062
Exencial Wealth Advisors
Oklahoma
– -$124K -2,289 Closed
PS
2063
Portfolio Solutions
Michigan
– -$133K -2,287 Closed
ACM
2064
Aviance Capital Management
Florida
– -$123K -2,282 Closed
CWM
2065
Chesapeake Wealth Management
Virginia
– -$122K -2,253 Closed
SS
2066
Sunbelt Securities
Texas
– -$122K -2,253 Closed
SFA
2067
Stewardship Financial Advisors
Georgia
– -$120K -2,212 Closed
BHA
2068
Beech Hill Advisors
New York
– -$119K -2,191 Closed
IFS
2069
Ifrah Financial Services
Arkansas
– -$117K -2,163 Closed
VCM
2070
Violich Capital Management
California
– -$116K -2,152 Closed
FC
2071
Fayerweather Charles
– -$116K -2,143 Closed
F
2072
Filament
Washington
– -$116K -2,135 Closed
CA
2073
Continuum Advisory
Idaho
– -$121K -2,096 Closed
Mawer Investment Management
2074
Mawer Investment Management
Alberta, Canada
– -$113K -2,087 Closed
IGGA
2075
Iron Gate Global Advisors
Utah
– -$110K -2,035 Closed