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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1301
Tempus Wealth Planning
California
– -$249K -3,443 Closed
EWM
1302
Evercore Wealth Management
New York
– -$245K -3,389 Closed
APA
1303
Astoria Portfolio Advisors
New York
– -$238K -3,388 Closed
WB
1304
West Bancorporation
Iowa
– -$245K -3,379 Closed
ISL
1305
Ingalls & Snyder LLC
New York
– -$243K -3,360 Closed
OWM
1306
OneAscent Wealth Management
Alabama
– -$240K -3,313 Closed
BFS
1307
Bradley Foster & Sargent
Connecticut
– -$240K -3,312 Closed
HC
1308
Hamilton Capital
Ohio
– -$240K -3,311 Closed
WAL
1309
W Advisors LLC
Tennessee
– -$239K -3,300 Closed
PWMAG
1310
Pinnacle Wealth Management Advisory Group
New Jersey
– -$239K -3,298 Closed
FCB
1311
First County Bank
Connecticut
– -$237K -3,278 Closed
LWM
1312
Lyell Wealth Management
California
– -$232K -3,209 Closed
ANTB
1313
AMG National Trust Bank
Colorado
– -$232K -3,204 Closed
CCM
1314
Condor Capital Management
New Jersey
– -$231K -3,190 Closed
NERM
1315
New England Research & Management
Illinois
– -$230K -3,175 Closed
WC
1316
Westhampton Capital
North Carolina
– -$229K -3,165 Closed
FW
1317
FirstPurpose Wealth
Utah
– -$228K -3,154 Closed
RWA
1318
Redhawk Wealth Advisors
Minnesota
– -$227K -3,137 Closed
WA
1319
WESPAC Advisors
California
– -$226K -3,128 Closed
XF
1320
XML Financial
Maryland
– -$226K -3,124 Closed
EM
1321
Excalibur Management
Massachusetts
– -$223K -3,085 Closed
EB
1322
Eastern Bank
Massachusetts
– -$223K -3,081 Closed
LFA
1323
Legacy Financial Advisors
Kentucky
– -$220K -3,038 Closed
MGIA
1324
Moneta Group Investment Advisors
Missouri
– -$220K -3,008 Closed
CNAM
1325
Campbell Newman Asset Management
Wisconsin
– -$217K -3,000 Closed