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Name Holding Trade Value Shares
Change
Change in
Stake
RP
851
Riverwater Partners
Wisconsin
– -$355K -6,517 Closed
FLI
852
Family Legacy Inc
South Carolina
– -$332K -6,400 Closed
CPO
853
Cerity Partners OCIO
New York
– -$347K -6,371 Closed
SRC
854
Sage Rhino Capital
California
– -$345K -6,335 Closed
PHS
855
Pekin Hardy Strauss
Illinois
– -$344K -6,325 Closed
CIA
856
Cladis Investment Advisory
Montana
– -$335K -6,160 Closed
CAM
857
Cresset Asset Management
Illinois
– -$334K -6,098 Closed
MA
858
MKT Advisors
California
– -$321K -6,082 Closed
WWM
859
Western Wealth Management
Colorado
– -$330K -6,078 Closed
FWP
860
FAS Wealth Partners
Kansas
– -$327K -6,005 Closed
FRM
861
Fox Run Management
Connecticut
– -$326K -5,989 Closed
PTC
862
Private Trust Company
Ohio
– -$325K -5,981 Closed
ETS
863
ESL Trust Services
New York
– -$323K -5,941 Closed
IC
864
Inscription Capital
Texas
– -$322K -5,926 Closed
ACI
865
Alpha Cubed Investments
California
– -$320K -5,873 Closed
FFN
866
Focus Financial Network
Minnesota
– -$320K -5,838 Closed
MPPW
867
Mitchell & Pahl Private Wealth
Oklahoma
– -$318K -5,838 Closed
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$317K -5,818 Closed
DAS
869
Dynamic Advisor Solutions
Arizona
– -$316K -5,812 Closed
GG
870
Gofen & Glossberg
Illinois
– -$314K -5,764 Closed
CA
871
Calton & Associates
Florida
– -$313K -5,762 Closed
APP
872
Avantax Planning Partners
Iowa
– -$312K -5,741 Closed
BFS
873
Bradley Foster & Sargent
Connecticut
– -$311K -5,714 Closed
CHP
874
Cable Hill Partners
Oregon
– -$311K -5,710 Closed
ACP
875
Aveo Capital Partners
Colorado
– -$309K -5,684 Closed