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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1201
Everett Harris & Co
California
– -$202K -1,300 Closed
FA
1202
Fermata Advisors
California
– -$202K -1,298 Closed
CCMG
1203
Clark Capital Management Group
Pennsylvania
– -$201K -1,297 Closed
OWP
1204
Obermeyer Wealth Partners
Colorado
– -$200K -1,290 Closed
PFS
1205
Prospera Financial Services
Texas
– -$191K -1,225 Closed
SSG
1206
Summit Securities Group
New York
– -$163K -1,052 Closed
CWP
1207
Concord Wealth Partners
Virginia
– -$156K -1,006 Closed
CCM
1208
Chilton Capital Management
Texas
– -$127K -818 Closed
HFS
1209
Heritage Financial Services
Massachusetts
– -$108K -700 Closed
PFGIA
1210
Patriot Financial Group Insurance Agency
Massachusetts
– -$68K -435 Closed
OIS
1211
Okabena Investment Services
Minnesota
– -$47K -303 Closed
FBT
1212
First Bank & Trust
South Dakota
– -$31K -201 Closed
CA
1213
CoreCap Advisors
Michigan
– -$30K -196 Closed
SIC
1214
Salem Investment Counselors
North Carolina
– -$24K -155 Closed
M
1215
MOTCO
Texas
– -$13K -84 Closed
GKIM
1216
GW&K Investment Management
Massachusetts
– -$10K -64 Closed
FCG
1217
Financial Connections Group
California
– -$7K -51 Closed
CP
1218
Castleview Partners
Texas
– -$6.8K -50 Closed
TCWA
1219
Ten Capital Wealth Advisors
Washington
– -$7K -46 Closed
SFG
1220
Steward Financial Group
Texas
– -$6K -45 Closed
FPB
1221
First PREMIER Bank
South Dakota
– -$5K -35 Closed
COCM
1222
Charter Oak Capital Management
New Hampshire
– -$4K -25 Closed
Loomis, Sayles & Company
1223
Loomis, Sayles & Company
Massachusetts
– -$3K -22 Closed
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
– -$3K -17 Closed
AIP
1225
Ahrens Investment Partners
Louisiana
– -$2K -14 Closed