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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
951
Curbstone Financial Management Corp
New Hampshire
-$400K -7,261 Closed
HH
952
Hilltop Holdings
Texas
-$398K -7,228 Closed
GCP
953
GSA Capital Partners
United Kingdom
-$380K -6,899 Closed
AIM
954
Axiom Investment Management
New York
-$336K -6,077 Closed
PSUF
955
People's United Financial
Connecticut
-$319K -5,779 Closed
LWM
956
Laidlaw Wealth Management
New York
-$309K -5,603 Closed
BAAM
957
Baker Avenue Asset Management
California
-$307K -5,575 Closed
RMCM
958
Reynders McVeigh Capital Management
Massachusetts
-$299K -5,424 Closed
FFA
959
First Foundation Advisors
California
-$296K -5,378 Closed
PWM
960
Perigon Wealth Management
California
-$292K -5,297 Closed
BWM
961
Birchcreek Wealth Management
Ohio
-$256K -4,646 Closed
SG
962
StoneX Group
New York
-$255K -4,578 Closed
SCM
963
Southport Capital Management
Tennessee
-$252K -4,563 Closed
OFS
964
OneAscent Financial Services
Alabama
-$245K -4,448 Closed
CCT
965
Chemung Canal Trust
New York
-$245K -4,441 Closed
EWM
966
Executive Wealth Management
Michigan
-$233K -4,235 Closed
CIA
967
Capital Investment Advisors
Georgia
-$231K -4,199 Closed
SS
968
Sunbelt Securities
Texas
-$233K -4,117 Closed
EGM
969
Engineers Gate Manager
New York
-$223K -4,040 Closed
LJAC
970
L.J. Altfest & Co
New York
-$212K -3,841 Closed
AAS
971
Annex Advisory Services
Wisconsin
-$207K -3,758 Closed
WANY
972
Wealthspire Advisors (New York)
New York
-$205K -3,716 Closed
CPO
973
Cerity Partners OCIO
New York
-$204K -3,700 Closed
DT
974
Diversified Trust
Tennessee
-$202K -3,662 Closed
PFM
975
Parsec Financial Management
North Carolina
-$202K -3,660 Closed