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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1001
Waldron Private Wealth
Pennsylvania
– -$297K -792 Closed
SWS
1002
SYSTM Wealth Solutions
Illinois
– -$284K -760 Closed
EFG
1003
Everhart Financial Group
Ohio
– -$279K -746 Closed
BTWM
1004
Baker Tilly Wealth Management
Wisconsin
– -$265K -710 Closed
VCG
1005
Vantage Consulting Group
Virginia
– -$261K -698 Closed
CBTWT
1006
Community Bank & Trust (Waco, Texas)
Texas
– -$258K -691 Closed
SQA
1007
Simon Quick Advisors
New Jersey
– -$252K -674 Closed
FPAS
1008
Focus Partners Advisor Solutions
Missouri
– -$251K -670 Closed
EFS
1009
Essex Financial Services
Connecticut
– -$233K -666 Closed
Fisher Asset Management
1010
Fisher Asset Management
Washington
– -$245K -655 Closed
TWP
1011
Total Wealth Planning
Ohio
– -$246K -622 Closed
FBT
1012
First Bank & Trust
South Dakota
– -$232K -621 Closed
Los Angeles Capital Management
1013
Los Angeles Capital Management
California
– -$226K -604 Closed
BFS
1014
Bard Financial Services
Connecticut
– -$224K -600 Closed
CFM
1015
Catalyst Funds Management
Australia
– -$224K -600 Closed
FCM
1016
Farallon Capital Management
California
– -$224K -600 Closed
LIA
1017
LBMC Investment Advisors
Tennessee
– -$224K -600 Closed
MG
1018
Meritage Group
California
– -$223K -598 Closed
HW
1019
Hancock Whitney
Mississippi
– -$223K -597 Closed
PAS
1020
Point72 Asia (Singapore)
Singapore
– -$219K -587 Closed
MMA
1021
Mizuho Markets Americas
New York
– -$217K -581 Closed
BBA
1022
BLB&B Advisors
Pennsylvania
– -$217K -580 Closed
FCM
1023
FJ Capital Management
Virginia
– -$216K -578 Closed
KP
1024
Keel Point
Alabama
– -$206K -577 Closed
CFP
1025
Catalyst Financial Partners
Massachusetts
– -$213K -571 Closed