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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1051
Wakefield Asset Management
Colorado
– -$364K -11,089 Closed
LSAG
1052
Lake Street Advisors Group
New Hampshire
– -$349K -10,649 Closed
FCI
1053
Financial Counselors Inc
Kansas
– -$348K -10,605 Closed
CIC
1054
Carnegie Investment Counsel
Ohio
– -$347K -10,594 Closed
CAG
1055
Csenge Advisory Group
Florida
– -$345K -10,532 Closed
BAAM
1056
Baker Avenue Asset Management
California
– -$336K -10,253 Closed
BHIA
1057
Birch Hill Investment Advisors
Massachusetts
– -$333K -10,158 Closed
VT
1058
Vise Technologies
New York
– -$323K -9,855 Closed
BWM
1059
BigSur Wealth Management
Florida
– -$301K -9,114 Closed
DA
1060
DCM Advisors
New York
– -$293K -8,888 Closed
ANTB
1061
AMG National Trust Bank
Colorado
– -$290K -8,828 Closed
SFA
1062
Sequoia Financial Advisors
Ohio
– -$286K -8,759 Closed
SIA
1063
Schechter Investment Advisors
Michigan
– -$281K -8,570 Closed
VCM
1064
Virtue Capital Management
Tennessee
– -$276K -8,435 Closed
FDS
1065
Freedom Day Solutions
Texas
– -$275K -8,404 Closed
WC
1066
Wexford Capital
Florida
– -$272K -8,300 Closed
LWAC
1067
Laurel Wealth Advisors (California)
California
– -$264K -8,054 Closed
CAN
1068
Claraphi Advisory Network
United States
– -$264K -8,046 Closed
WFA
1069
Wade Financial Advisory
California
– -$263K -8,013 Closed
JBA
1070
Johnson Bixby & Associates
Washington
– -$262K -8,001 Closed
BBL
1071
Beck Bode LLC
Massachusetts
– -$261K -7,974 Closed
FNBT
1072
FineMark National Bank & Trust
Florida
– -$260K -7,926 Closed
Fayez Sarofim & Co
1073
Fayez Sarofim & Co
Texas
– -$258K -7,876 Closed
MHIC
1074
Marble Harbor Investment Counsel
Massachusetts
– -$258K -7,870 Closed
IFG
1075
Independent Financial Group
California
– -$258K -7,865 Closed