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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1901
Coign Capital Advisors
Utah
– -$591K -1,367 Closed
DCM
1902
Donaldson Capital Management
Indiana
– -$590K -1,364 Closed
HFO
1903
Heritage Family Offices
Arizona
– -$588K -1,360 Closed
BC
1904
Burney Company
Virginia
– -$562K -1,299 Closed
MFIM
1905
Mesirow Financial Investment Management
Illinois
– -$558K -1,289 Closed
BCAM
1906
Boston Common Asset Management
Massachusetts
– -$557K -1,288 Closed
AWP
1907
Abacus Wealth Partners
California
– -$556K -1,286 Closed
DIP
1908
Davis Investment Partners
North Carolina
– -$553K -1,280 Closed
AAS
1909
Annex Advisory Services
Wisconsin
– -$543K -1,256 Closed
CWA
1910
Canvas Wealth Advisors
Kansas
– -$535K -1,238 Closed
GCM
1911
Greenland Capital Management
New York
– -$530K -1,225 Closed
HPM
1912
Hoxton Planning & Management
West Virginia
– -$521K -1,205 Closed
IAN
1913
Integrated Advisors Network
Texas
– -$506K -1,171 Closed
CG
1914
Carmignac Gestion
France
– -$503K -1,164 Closed
WC
1915
Waterloo Capital
Texas
– -$503K -1,164 Closed
SEA
1916
Stegent Equity Advisors
Texas
– -$503K -1,163 Closed
CIC
1917
Carnegie Investment Counsel
Ohio
– -$497K -1,150 Closed
VFA
1918
Values First Advisors
Tennessee
– -$494K -1,142 Closed
RCM
1919
RB Capital Management
Nevada
– -$484K -1,119 Closed
MWM
1920
Meridian Wealth Management
Kentucky
– -$483K -1,117 Closed
RCA
1921
Resonant Capital Advisors
Wisconsin
– -$479K -1,108 Closed
VDC
1922
Van Diest Capital
Iowa
– -$478K -1,106 Closed
FM
1923
Freemont Management
Switzerland
– -$476K -1,100 Closed
MIC
1924
Maxi Investments CY
Cyprus
– -$476K -1,100 Closed
SWA
1925
Stratos Wealth Advisors
Ohio
– -$472K -1,092 Closed