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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1051
HCR Wealth Advisors
California
– -$206K -612 Closed
EE
1052
EWG Elevate
California
– -$203K -601 Closed
BHBT
1053
Burke & Herbert Bank & Trust
Virginia
– -$202K -600 Closed
CA
1054
Cullinan Associates
Kentucky
– -$202K -600 Closed
ECM
1055
EagleClaw Capital Management
Massachusetts
– -$202K -600 Closed
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
– -$202K -600 Closed
MCM
1057
Monarch Capital Management
Indiana
– -$202K -600 Closed
PFA
1058
Pathway Financial Advisors
Vermont
– -$202K -600 Closed
IFS
1059
Intelligent Financial Strategies
Minnesota
– -$178K -528 Closed
LAS
1060
Lloyd Advisory Services
Georgia
– -$173K -513 Closed
Koshinski Asset Management
1061
Koshinski Asset Management
Illinois
– -$165K -489 Closed
Twin Tree Management
1062
Twin Tree Management
Texas
– -$138K -408 Closed
AA
1063
Addison Advisors
Vermont
– -$112K -332 Closed
KFS
1064
Kelly Financial Services
Massachusetts
– -$73.3K -217 Closed
BFC
1065
Bedel Financial Consulting
Indiana
– -$72K -214 Closed
FAM
1066
Fred Alger Management
New York
– -$67K -199 Closed
FAG
1067
Fortitude Advisory Group
Washington
– -$53K -156 Closed
PFS
1068
Prospera Financial Services
Texas
– -$45K -134 Closed
GAM
1069
Gemmer Asset Management
California
– -$41K -124 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1070
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$39K -116 Closed
T
1071
TCWP
Ohio
– -$38K -115 Closed
CAGAS
1072
Capital Advisory Group Advisory Services
Minnesota
– -$22K -65 Closed
ADL
1073
Asset Dedication LLC
California
– -$16K -47 Closed
CI
1074
Cordant Inc
Oregon
– -$6K -17 Closed
TFO
1075
Tarbox Family Office
California
– -$5K -15 Closed