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Name Holding Trade Value Shares
Change
Change in
Stake
GF
951
Gries Financial
Ohio
– -$221K -835 Closed
TPI
952
Trust Point Inc
Wisconsin
– -$221K -835 Closed
KSWWM
953
Keyes Stange & Wooten Wealth Management
Florida
– -$219K -829 Closed
FCP
954
Fidelis Capital Partners
Florida
– -$216K -818 Closed
VIA
955
Victrix Investment Advisors
Florida
– -$214K -808 Closed
BCA
956
Bay Capital Advisors
Virginia
– -$212K -802 Closed
CFM
957
Catalyst Funds Management
Australia
– -$212K -800 Closed
LSWM
958
Lorne Steinberg Wealth Management
Canada
– -$212K -800 Closed
HH
959
Hilltop Holdings
Texas
– -$208K -787 Closed
KLCM
960
KG&L Capital Management
Louisiana
– -$208K -785 Closed
CI
961
Conning Inc
Connecticut
– -$205K -776 Closed
WF
962
Welch & Forbes
Massachusetts
– -$205K -773 Closed
IFS
963
Ifrah Financial Services
Arkansas
– -$200K -756 Closed
NAS
964
Nicolet Advisory Services
Wisconsin
– -$208K -717 Closed
AG
965
AmeriFlex Group
Nevada
– -$185K -700 Closed
FP
966
Financial Perspectives
Minnesota
– -$179K -676 Closed
CF
967
Canoe Financial
Alberta, Canada
– -$149K -562 Closed
NEWAS
968
N.E.W. Advisory Services
Wisconsin
– -$144K -544 Closed
CM
969
Capula Management
Cayman Islands
– -$108K -408 Closed
CWM
970
Compass Wealth Management
Connecticut
– -$98.7K -373 Closed
RS
971
Rakuten Securities
Japan
– -$79.4K -300 Closed
GFPC
972
Global Financial Private Client
Florida
– -$73.8K -279 Closed
WPA
973
West Paces Advisors
Georgia
– -$72.2K -273 Closed
MG
974
Mather Group
Illinois
– -$46.3K -175 Closed
T
975
Transce3nd
Texas
– -$39.7K -150 Closed