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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2351
Moseley Investment Management
Florida
– -$348K -4,346 Closed
OFS
2352
OneAscent Financial Services
Alabama
– -$347K -4,340 Closed
AG
2353
Algert Global
California
– -$344K -4,298 Closed
AFNAS
2354
American Financial Network Advisory Services
California
– -$311K -3,889 Closed
RCWMU
2355
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$309K -3,867 Closed
DTL
2356
Dynamic Technology Lab
Singapore
– -$302K -3,773 Closed
VWM
2357
Venturi Wealth Management
Texas
– -$290K -3,620 Closed
F
2358
F3Logic
Minnesota
– -$283K -3,530 Closed
MUS
2359
Mitsubishi UFJ Securities
Japan
– -$257K -3,217 Closed
NS
2360
NewDay Solutions
New Hampshire
– -$240K -2,972 Closed
CMI
2361
Clare Market Investments
Texas
– -$232K -2,904 Closed
I
2362
INVST
Indiana
– -$233K -2,887 Closed
NP
2363
NS Partners
United Kingdom
– -$226K -2,830 Closed
HFA
2364
Huber Financial Advisors
Illinois
– -$219K -2,737 Closed
EMG
2365
Ellington Management Group
Connecticut
– -$218K -2,725 Closed
TA
2366
Trellis Advisors
Washington
– -$214K -2,673 Closed
AA
2367
Alesco Advisors
New York
– -$210K -2,620 Closed
TH
2368
Timber Hill
Connecticut
– -$210K -2,620 Closed
MWM
2369
Meridian Wealth Management
Kentucky
– -$207K -2,591 Closed
LFGH
2370
Lee Financial Group Hawaii
Hawaii
– -$204K -2,552 Closed
FAT
2371
First American Trust
California
– -$202K -2,516 Closed
PLFAM
2372
Pineno Levin & Ford Asset Management
Virginia
– -$201K -2,515 Closed
CF
2373
Centaurus Financial
California
– -$192K -2,400 Closed
MWM
2374
Mascoma Wealth Management
New Hampshire
– -$152K -1,894 Closed
PFC
2375
Phocas Financial Corp
California
– -$145K -1,813 Closed