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Name Holding Trade Value Shares
Change
Change in
Stake
SWG
2426
Summit Wealth Group
Vermont
– -$236K -1,609 Closed
JSC
2427
Jackson Square Capital
California
– -$235K -1,599 Closed
PRWA
2428
Platte River Wealth Advisors
Colorado
– -$234K -1,598 Closed
AIA
2429
Alera Investment Advisors
Illinois
– -$229K -1,562 Closed
KJHP
2430
K.J. Harrison & Partners
Ontario, Canada
– -$229K -1,555 Closed
TWP
2431
Tower Wealth Partners
Pennsylvania
– -$225K -1,537 Closed
BMWM
2432
Brown Miller Wealth Management
Virginia
– -$222K -1,519 Closed
CIC
2433
Chilton Investment Company
Connecticut
– -$215K -1,467 Closed
IA
2434
IAM Advisory
Pennsylvania
– -$216K -1,465 Closed
MAM
2435
McLean Asset Management
Virginia
– -$223K -1,465 Closed
LWM
2436
Lyell Wealth Management
California
– -$213K -1,454 Closed
LIM
2437
Lathrop Investment Management
Arkansas
– -$213K -1,453 Closed
Financial Engines Advisors
2438
Financial Engines Advisors
California
– -$209K -1,429 Closed
OFS
2439
Orrstown Financial Services
Pennsylvania
– -$207K -1,414 Closed
VCAM
2440
Van Cleef Asset Management
Ohio
– -$207K -1,411 Closed
SW
2441
SlateStone Wealth
Florida
– -$206K -1,406 Closed
CWS
2442
Cypress Wealth Services
California
– -$204K -1,389 Closed
MWM
2443
Mattern Wealth Management
Kansas
– -$203K -1,383 Closed
IA
2444
Insight Advisors
Pennsylvania
– -$201K -1,330 Closed
LAM
2445
Lountzis Asset Management
Pennsylvania
– -$181K -1,234 Closed
CPC
2446
Consolidated Planning Corp
Georgia
– -$149K -1,014 Closed
LWM
2447
Liberty Wealth Management
California
– -$149K -1,014 Closed
Q
2448
QVR
California
– -$135K -920 Closed
BPGAM
2449
BTG Pactual Global Asset Management
Bermuda
– -$130K -889 Closed
HA
2450
Herold Advisors
New York
– -$129K -881 Closed