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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
1426
Oak Ridge Investments
Illinois
– -$223K -3,083 Closed
MBT
1427
Montecito Bank & Trust
California
– -$223K -3,080 Closed
KP
1428
Keel Point
Alabama
– -$223K -3,078 Closed
GAB
1429
German American Bancorp
Indiana
– -$223K -3,075 Closed
ACG
1430
Allen Capital Group
Nebraska
– -$221K -3,059 Closed
OWM
1431
OneAscent Wealth Management
Alabama
– -$221K -3,056 Closed
PCA
1432
Pallas Capital Advisors
Massachusetts
– -$218K -3,018 Closed
DBIA
1433
Dumont & Blake Investment Advisors
New Jersey
– -$218K -3,017 Closed
RWP
1434
Revolve Wealth Partners
New Jersey
– -$218K -3,011 Closed
CP
1435
Capital Planning
Washington
– -$218K -3,008 Closed
HNWAG
1436
High Net Worth Advisory Group
Florida
– -$217K -3,000 Closed
PHS
1437
Pekin Hardy Strauss
Illinois
– -$217K -3,000 Closed
SWM
1438
SeaCrest Wealth Management
New York
– -$217K -3,000 Closed
GIA
1439
Goodwin Investment Advisory
Georgia
– -$217K -2,997 Closed
EW
1440
Elyxium Wealth
California
– -$217K -2,996 Closed
ZF
1441
Zhang Financial
Michigan
– -$217K -2,994 Closed
CPWA
1442
Cerro Pacific Wealth Advisors
California
– -$217K -2,993 Closed
MWM
1443
MOR Wealth Management
Pennsylvania
– -$216K -2,986 Closed
JESC
1444
J.E. Simmons & Co
Texas
– -$214K -2,960 Closed
AWM
1445
Aprio Wealth Management
Georgia
– -$213K -2,939 Closed
UPS
1446
UHLMANN PRICE SECURITIES
Illinois
– -$211K -2,917 Closed
BPWM
1447
Badgley Phelps Wealth Managers
Washington
– -$211K -2,910 Closed
KJWM
1448
Kiley Juergens Wealth Management
Washington
– -$210K -2,896 Closed
RMP
1449
Richards, Merrill & Peterson
Washington
– -$206K -2,850 Closed
SBF
1450
Sara-Bay Financial
Florida
– -$206K -2,850 Closed