Name Holding Trade Value Shares
Change
Change in
Stake
JFL
3226
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$248K -8,440 Closed
QC
3227
QCM Cayman
Texas
– -$245K -8,340 Closed
BWM
3228
BCGM Wealth Management
Indiana
– -$244K -8,290 Closed
GIM
3229
Goelzer Investment Management
Indiana
– -$241K -8,190 Closed
BC
3230
Brookfield Corp
Ontario, Canada
– -$236K -8,030 Closed
LFASL
3231
Lugano Financial Advisors SA (LFA)
Switzerland
– -$235K -8,000 Closed
ACMA
3232
Arbor Capital Management (Alaska)
Alaska
– -$231K -7,850 Closed
G
3233
Gainplan
Michigan
– -$231K -7,850 Closed
IWA
3234
Inspirion Wealth Advisors
Illinois
– -$218K -7,400 Closed
PFA
3235
Peak Financial Advisors
Colorado
– -$212K -7,200 Closed
PFA
3236
Pettinga Financial Advisors
Indiana
– -$210K -7,150 Closed
CFA
3237
Cahill Financial Advisors
Minnesota
– -$210K -7,130 Closed
DP
3238
Denver PWM
Colorado
– -$212K -7,030 Closed
RH
3239
RFG Holdings
Texas
– -$207K -7,030 Closed
CP
3240
Capital Planning
Washington
– -$206K -7,000 Closed
P
3241
&Partners
Tennessee
– -$205K -6,960 Closed
TTWM
3242
TCV Trust & Wealth Management
Virginia
– -$205K -6,960 Closed
SFI
3243
SPC Financial Inc
Maryland
– -$204K -6,950 Closed
TM
3244
Titan Managers
Arizona
– -$204K -6,950 Closed
VCM
3245
Vision Capital Management
Oregon
– -$204K -6,920 Closed
TH
3246
TCTC Holdings
Texas
– -$182K -6,200 Closed
MUMSS
3247
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$169K -5,760 Closed
CSWM
3248
Cassady Schiller Wealth Management
Ohio
– -$162K -5,500 Closed
EWM
3249
Edge Wealth Management
New York
– -$153K -5,200 Closed
PCMC
3250
Paragon Capital Management (Colorado)
Colorado
– -$153K -5,190 Closed