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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2476
Osterweis Capital Management
California
– -$54.9K -525 Closed
PWA
2477
Portus Wealth Advisors
North Carolina
– -$53.3K -510 Closed
BDPWM
2478
Barnes Dennig Private Wealth Management
Ohio
– -$42.6K -407 Closed
IWS
2479
Intentional Wealth Strategies
Colorado
– -$41.3K -395 Closed
TGY2IT
2480
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$36.3K -367 Closed
WG
2481
Wellington Group
Indiana
– -$38.4K -367 Closed
TWM
2482
TopTier Wealth Management
Wisconsin
– -$32.9K -315 Closed
ACM
2483
Accent Capital Management
Ohio
– -$128K -300 Closed
PCTC
2484
Perkins Coie Trust Company
Washington
– -$31.4K -300 Closed
NIG
2485
NFJ Investment Group
Texas
– -$30.8K -295 Closed
LAMC
2486
Longview Asset Management (California)
California
– -$25.6K -245 Closed
DI
2487
DAGCO Inc
Ohio
– -$22K -210 Closed
S
2488
Sachetta
Massachusetts
– -$21.3K -204 Closed
LCA
2489
Legend Capital Advisors
New York
– -$20.9K -200 Closed
ACM
2490
Aster Capital Management
United Arab Emirates
– -$156K -196 Closed
SC
2491
Steph & Co
Wisconsin
– -$15.7K -150 Closed
BOJHT
2492
Bank of Jackson Hole Trust
Wyoming
– -$15.3K -146 Closed
JFA
2493
JNBA Financial Advisors
Minnesota
– -$14.7K -141 Closed
MTIC
2494
Missouri Trust & Investment Company
Missouri
– -$11.5K -110 Closed
LWMI
2495
Legacy Wealth Management (Idaho)
Idaho
– -$9.93K -95 Closed
OA
2496
Operose Advisors
Wisconsin
– -$7.95K -76 Closed
B
2497
Bayban
Minnesota
– -$7.84K -75 Closed
UFF
2498
USA Financial Formulas
Michigan
– -$7K -67 Closed
CFG
2499
Clayton Financial Group
Missouri
– -$4.18K -40 Closed
TVWM
2500
Tower View Wealth Management
Wisconsin
– -$4.18K -40 Closed