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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
926
Hemington Wealth Management
Virginia
– -$231K -4,243 Closed
VCP
927
Verus Capital Partners
Arizona
– -$230K -4,232 Closed
BFO
928
Boston Family Office
Massachusetts
– -$230K -4,225 Closed
VCA
929
Verdence Capital Advisors
Maryland
– -$230K -4,220 Closed
PP
930
PDS Planning
Ohio
– -$229K -4,202 Closed
PCS
931
Personal CFO Solutions
New Jersey
– -$226K -4,161 Closed
HFAS
932
Hummer Financial Advisory Services
Illinois
– -$228K -4,142 Closed
WAM
933
WNY Asset Management
New York
– -$225K -4,116 Closed
FCM
934
Fourpath Capital Management
Oklahoma
– -$222K -4,082 Closed
GIA
935
Guyasuta Investment Advisors
Pennsylvania
– -$222K -4,078 Closed
CPWA
936
Cerro Pacific Wealth Advisors
California
– -$222K -4,076 Closed
IC
937
IEQ Capital
California
– -$222K -4,075 Closed
HW
938
Hancock Whitney
Mississippi
– -$220K -4,046 Closed
FCBT
939
First Citizens Bank & Trust
North Carolina
– -$219K -4,023 Closed
OPS
940
Orion Portfolio Solutions
Nebraska
– -$218K -4,002 Closed
WGAM
941
Wilkinson Global Asset Management
New York
– -$218K -4,000 Closed
RCAG
942
Rehmann Capital Advisory Group
Michigan
– -$217K -3,985 Closed
RWA
943
Redhawk Wealth Advisors
Minnesota
– -$217K -3,984 Closed
LWAC
944
Laurel Wealth Advisors (California)
California
– -$214K -3,936 Closed
CFO
945
Collective Family Office
Pennsylvania
– -$214K -3,934 Closed
MP
946
McDonald Partners
Ohio
– -$213K -3,918 Closed
SIAP
947
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$212K -3,889 Closed
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
– -$211K -3,880 Closed
WA
949
Wealth Architects
California
– -$211K -3,878 Closed
FMWA
950
Forvis Mazars Wealth Advisors
Missouri
– -$208K -3,830 Closed