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Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
3501
True Link Financial Advisors
California
– -$345K -3,352 Closed
CAM
3502
Crestone Asset Management
Colorado
– -$318K -3,088 Closed
FIBT
3503
First International Bank & Trust
North Dakota
– -$309K -3,000 Closed
Lord, Abbett & Co
3504
Lord, Abbett & Co
New Jersey
– -$308K -2,991 Closed
HCC
3505
Hirtle Callaghan & Co
Pennsylvania
– -$294K -2,858 Closed
TJHA
3506
Thomas J. Herzfeld Advisors
Florida
– -$291K -2,830 Closed
ARG
3507
Advisory Resource Group
Oklahoma
– -$289K -2,809 Closed
TPM
3508
Triasima Portfolio Management
Quebec, Canada
– -$280K -2,715 Closed
TA
3509
Trellis Advisors
Washington
– -$278K -2,697 Closed
SWM
3510
Shakespeare Wealth Management
Wisconsin
– -$268K -2,606 Closed
BA
3511
Bridge Advisory
California
– -$267K -2,596 Closed
AAM
3512
Austin Asset Management
Texas
– -$258K -2,508 Closed
MWA
3513
Motive Wealth Advisors
Michigan
– -$256K -2,486 Closed
RCG
3514
Rock Creek Group
District of Columbia
– -$247K -2,400 Closed
SFP
3515
Sandbox Financial Partners
Maryland
– -$245K -2,382 Closed
W
3516
WorthPointe
California
– -$243K -2,364 Closed
DCM
3517
Driehaus Capital Management
Illinois
– -$240K -2,331 Closed
BAM
3518
Blueshift Asset Management
New Jersey
– -$238K -2,315 Closed
PW
3519
Peninsula Wealth
California
– -$239K -2,313 Closed
LFGO
3520
Legacy Financial Group (Oklahoma)
Oklahoma
– -$236K -2,297 Closed
IA
3521
Inspire Advisors
Idaho
– -$235K -2,284 Closed
LEFP
3522
Leading Edge Financial Planning
Tennessee
– -$233K -2,259 Closed
AFA
3523
Alpha Financial Advisors
North Carolina
– -$231K -2,244 Closed
RWM
3524
Revisor Wealth Management
Ohio
– -$229K -2,227 Closed
DFCM
3525
Dark Forest Capital Management
Puerto Rico
– -$229K -2,225 Closed