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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1501
Wimmer Associates 1
California
-$237K -1,140 Closed
EGWAG
1502
Elwood & Goetz Wealth Advisory Group
Georgia
-$233K -1,123 Closed
TCBWMS
1503
Texas Capital Bank Wealth Management Services
Texas
-$233K -1,121 Closed
KFSC
1504
Keystone Financial Services (Colorado)
Colorado
-$232K -1,115 Closed
THCM
1505
Taylor Hoffman Capital Management
Virginia
-$231K -1,111 Closed
SWM
1506
SeaCrest Wealth Management
New York
-$230K -1,108 Closed
AWMG
1507
Alliance Wealth Management Group
New Jersey
-$229K -1,100 Closed
GWCM
1508
Godshalk Welsh Capital Management
Pennsylvania
-$229K -1,100 Closed
MG
1509
McHugh Group
Ohio
-$229K -1,100 Closed
TCM
1510
Towercrest Capital Management
Pennsylvania
-$229K -1,100 Closed
DWA
1511
Douglass Winthrop Advisors
New York
-$228K -1,095 Closed
WIC
1512
Woodmont Investment Counsel
Tennessee
-$227K -1,091 Closed
MKA
1513
M. Kulyk & Associates
Georgia
-$226K -1,085 Closed
FNBOO
1514
First National Bank of Omaha
Nebraska
-$231K -1,081 Closed
KWA
1515
Kingswood Wealth Advisors
California
-$224K -1,079 Closed
PP
1516
PDS Planning
Ohio
-$223K -1,074 Closed
WAL
1517
W Advisors LLC
Tennessee
-$222K -1,070 Closed
KA
1518
KLCM Advisors
Wisconsin
-$222K -1,067 Closed
WCFA
1519
Walkner Condon Financial Advisors
Wisconsin
-$220K -1,057 Closed
WDC
1520
Woodward Diversified Capital
California
-$203K -1,055 Closed
VCM
1521
Voleon Capital Management
California
-$217K -1,046 Closed
SWM
1522
Sendero Wealth Management
Texas
-$216K -1,038 Closed
BWM
1523
Baron Wealth Management
Michigan
-$214K -1,029 Closed
AOWM
1524
Alpha Omega Wealth Management
Virginia
-$214K -1,028 Closed
FFP
1525
FourThought Financial Partners
Florida
-$213K -1,026 Closed