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Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
2501
Core Wealth Advisors (Florida)
Florida
– -$2.21M -50,030 Closed
RCM
2502
Radnor Capital Management
Pennsylvania
– -$2.17M -49,129 Closed
TWM
2503
TMD Wealth Management
Arizona
– -$2.09M -47,378 Closed
RGI
2504
River Global Investors
United Kingdom
– -$2.06M -46,740 Closed
SF
2505
Slagle Financial
Illinois
– -$2.02M -45,789 Closed
NIG
2506
NFJ Investment Group
Texas
– -$2.02M -45,764 Closed
QCM
2507
Qsemble Capital Management
New York
– -$2M -45,293 Closed
LWP
2508
LMG Wealth Partners
Louisiana
– -$1.95M -44,156 Closed
AWM
2509
Avitas Wealth Management
California
– -$1.78M -40,372 Closed
AWC
2510
Abundance Wealth Counselors
Pennsylvania
– -$1.74M -39,322 Closed
NFG
2511
Norris Financial Group
South Carolina
– -$1.71M -38,788 Closed
CG
2512
Carmignac Gestion
France
– -$1.5M -33,887 Closed
WFS
2513
Walker Financial Services
Kentucky
– -$1.49M -33,737 Closed
HCM
2514
Hodges Capital Management
Texas
– -$1.48M -33,490 Closed
NL
2515
NWAM LLC
Washington
– -$1.06M -31,992 Closed
FIM
2516
Freedom Investment Management
Connecticut
– -$1.33M -30,037 Closed
LAS
2517
Lloyd Advisory Services
Georgia
– -$1.21M -27,395 Closed
CGIM
2518
Capital Group Investment Management
Singapore
– -$1.19M -27,030 Closed
CWA
2519
Consilium Wealth Advisory
Texas
– -$1.15M -25,925 Closed
WFM
2520
Wolff Financial Management
Michigan
– -$990K -22,412 Closed
MIP
2521
Marietta Investment Partners
Wisconsin
– -$958K -21,700 Closed
CPM
2522
Connective Portfolio Management
New York
– -$955K -21,610 Closed
MWM
2523
Meridian Wealth Management
Kentucky
– -$947K -21,494 Closed
EW
2524
Evoke Wealth
California
– -$940K -21,280 Closed
CIC
2525
Chilton Investment Company
Connecticut
– -$940K -21,271 Closed