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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
451
Badgley Phelps Wealth Managers
Washington
-$167K -10,658 Closed
EWA
452
EP Wealth Advisors
California
-$164K -10,454 Closed
KBFS
453
Kohmann Bosshard Financial Services
Ohio
-$162K -10,310 Closed
BHPW
454
Beverly Hills Private Wealth
California
-$161K -10,246 Closed
SMA
455
Sage Mountain Advisors
Georgia
-$157K -10,027 Closed
RI
456
Redwood Investments
Massachusetts
-$40.7K -2,598 Closed
AWM
457
Avior Wealth Management
Nebraska
-$24.6K -1,570 Closed
LDB
458
Lee, Danner & Bass
Tennessee
-$18.2K -1,159 Closed
FFO
459
Fortitude Family Office
Arizona
-$14.2K -906 Closed
JGIA
460
Jackson Grant Investment Advisers
Connecticut
-$11.2K -715 Closed
VHAM
461
Van Hulzen Asset Management
California
-$8.59K -548 Closed
CFGS
462
Concourse Financial Group Securities
Alabama
-$8.92K -540 Closed
SAM
463
Synergy Asset Management
Washington
-$9.79K -539 Closed
AFG
464
Albion Financial Group
Utah
-$7.87K -502 Closed
VWM
465
Venturi Wealth Management
Texas
-$7.37K -470 Closed
PA
466
Pineridge Advisors
Missouri
-$7.32K -467 Closed
CAM
467
Creekmur Asset Management
Illinois
-$6.86K -438 Closed
EBA
468
Eagle Bay Advisors
New York
-$5.74K -366 Closed
RCM
469
Raleigh Capital Management
North Carolina
-$4.47K -285 Closed
CAS
470
Coppell Advisory Solutions
Texas
-$4.25K -270 Closed
OWP
471
ORG Wealth Partners
Texas
-$3.49K -223 Closed
TCOV
472
Trust Company of Vermont
Vermont
-$3.13K -200 Closed
CYG
473
Clean Yield Group
Vermont
-$2.07K -132 Closed
FFA
474
Frazier Financial Advisors
Ohio
-$962 -61 Closed
DRP
475
Decker Retirement Planning
Utah
-$298 -19 Closed