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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1251
Carnegie Investment Counsel
Ohio
– -$213K -3,725 Closed
AFP
1252
Alpha Financial Partners
Kentucky
– -$212K -3,719 Closed
MWM
1253
Mission Wealth Management
California
– -$212K -3,712 Closed
CSIC
1254
Clifford Swan Investment Counsel
California
– -$212K -3,708 Closed
SCTC
1255
Sanibel Captiva Trust Company
Florida
– -$210K -3,683 Closed
ADMI
1256
Albert D. Mason Inc
Massachusetts
– -$210K -3,669 Closed
FDS
1257
Freedom Day Solutions
Texas
– -$209K -3,656 Closed
FLI
1258
Family Legacy Inc
South Carolina
– -$205K -3,595 Closed
WPW
1259
Waldron Private Wealth
Pennsylvania
– -$205K -3,595 Closed
EWM
1260
Evercore Wealth Management
New York
– -$205K -3,588 Closed
SEP
1261
Southland Equity Partners
Missouri
– -$203K -3,560 Closed
FAFN
1262
First Affirmative Financial Network
Colorado
– -$203K -3,545 Closed
BL
1263
Balentine LLC
Georgia
– -$202K -3,539 Closed
VC
1264
Veery Capital
Delaware
– -$200K -3,503 Closed
PCMF
1265
Private Capital Management (Florida)
Florida
– -$200K -3,500 Closed
FFWM
1266
Future Financial Wealth Management
Ohio
– -$200K -3,496 Closed
BWM
1267
BKM Wealth Management
Wisconsin
– -$192K -3,354 Closed
GIA
1268
Goodwin Investment Advisory
Georgia
– -$171K -2,997 Closed
CWAF
1269
Core Wealth Advisors (Florida)
Florida
– -$112K -1,956 Closed
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
– -$67K -1,180 Closed
CBT
1271
CoreFirst Bank & Trust
Kansas
– -$63.9K -1,118 Closed
CAL
1272
Capital Analysts LLC
Pennsylvania
– -$62K -1,093 Closed
RTC
1273
Riverview Trust Company
Washington
– -$53.2K -931 Closed
NIC
1274
Northwest Investment Counselors
Oregon
– -$40K -700 Closed
CAM
1275
Close Asset Management
United Kingdom
– -$34K -600 Closed