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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
826
Nadler Financial Group
Illinois
– -$257K -3,257 Closed
ESCM
827
Echo Street Capital Management
New York
– -$254K -3,223 Closed
SIM
828
Seaview Investment Managers
Florida
– -$252K -3,190 Closed
CAM
829
Concorde Asset Management
Michigan
– -$252K -3,186 Closed
BCM
830
Bayesian Capital Management
New York
– -$245K -3,100 Closed
TCWA
831
Ten Capital Wealth Advisors
Washington
– -$245K -3,100 Closed
CGH
832
Crossmark Global Holdings
Texas
– -$243K -3,080 Closed
AA
833
Aufman Associates
Pennsylvania
– -$240K -3,037 Closed
PG
834
Prostatis Group
Maryland
– -$239K -3,026 Closed
CBA
835
Coastal Bridge Advisors
Connecticut
– -$232K -2,941 Closed
LFAS
836
Level Four Advisory Services
Texas
– -$232K -2,939 Closed
UCFA
837
United Capital Financial Advisors
Texas
– -$231K -2,922 Closed
EH
838
Equitable Holdings
New York
– -$230K -2,917 Closed
FSA
839
Fort Sheridan Advisors
Illinois
– -$229K -2,900 Closed
WCM
840
Weld Capital Management
New York
– -$229K -2,897 Closed
BTWM
841
Baker Tilly Wealth Management
Wisconsin
– -$227K -2,869 Closed
OMIC
842
Old Mission Investment Co
Michigan
– -$220K -2,790 Closed
WA
843
Wealth Architects
California
– -$220K -2,790 Closed
LWM
844
Laidlaw Wealth Management
New York
– -$220K -2,786 Closed
RWP
845
RWA Wealth Partners
Massachusetts
– -$219K -2,771 Closed
GLA
846
Good Life Advisors
Pennsylvania
– -$215K -2,727 Closed
FFS
847
Founders Financial Securities
Maryland
– -$214K -2,714 Closed
PBT
848
Pictet Bank & Trust
Bahamas
– -$213K -2,700 Closed
GAM
849
Grandview Asset Management
Pennsylvania
– -$213K -2,697 Closed
AWA
850
Alta Wealth Advisors
Massachusetts
– -$212K -2,686 Closed