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Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1926
TrueWealth Financial Partners
Washington
– -$471K -1,090 Closed
FM
1927
Family Management
New York
– -$468K -1,082 Closed
DWP
1928
Daymark Wealth Partners
Ohio
– -$461K -1,066 Closed
EA
1929
Everpar Advisors
Oklahoma
– -$454K -1,051 Closed
TWM
1930
Thrive Wealth Management
Pennsylvania
– -$446K -1,031 Closed
EWA
1931
Eagle Wealth Advisors
Connecticut
– -$445K -1,030 Closed
RMCM
1932
Reynders McVeigh Capital Management
Massachusetts
– -$443K -1,026 Closed
SWM
1933
SeaCrest Wealth Management
New York
– -$439K -1,016 Closed
GWP
1934
Gateway Wealth Partners
Wisconsin
– -$439K -1,015 Closed
PWA
1935
Pitcairn Wealth Advisors
Pennsylvania
– -$670K -1,012 Closed
UFA
1936
Unify Financial Advisors
Florida
– -$437K -1,010 Closed
OFS
1937
Orrstown Financial Services
Pennsylvania
– -$436K -1,008 Closed
BPAMU
1938
BTG Pactual Asset Management US
New York
– -$432K -1,000 Closed
MWM
1939
Maridea Wealth Management
New York
– -$422K -977 Closed
BOM
1940
Bank of Marin
California
– -$421K -974 Closed
AAS
1941
Ameritas Advisory Services
Nebraska
– -$417K -964 Closed
GSEP
1942
Golden State Equity Partners
California
– -$416K -962 Closed
1CP
1943
17 Capital Partners
Arizona
– -$412K -952 Closed
FFA
1944
Founders Financial Alliance
North Carolina
– -$405K -937 Closed
4WM
1945
49 Wealth Management
Texas
– -$400K -925 Closed
RCAG
1946
Rehmann Capital Advisory Group
Michigan
– -$398K -921 Closed
VAM
1947
Verity Asset Management
North Carolina
– -$390K -903 Closed
OIS
1948
Okabena Investment Services
Minnesota
– -$389K -900 Closed
FMLI
1949
Fukoku Mutual Life Insurance
Japan
– -$387K -896 Closed
CPA
1950
Capital Performance Advisors
California
– -$380K -879 Closed