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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Cidel Asset Management
Ontario, Canada
– -$215K -3,215 Closed
MTC
1927
McDaniel Terry & Co
Texas
– -$214K -3,210 Closed
EI
1928
Ellevest Inc
New York
– -$213K -3,188 Closed
PL
1929
Plancorp LLC
Missouri
– -$213K -3,186 Closed
FBB
1930
Fulton Breakefield Broenniman
Maryland
– -$213K -3,185 Closed
TFCP
1931
Twin Focus Capital Partners
Massachusetts
– -$212K -3,177 Closed
MW
1932
MBL Wealth
North Carolina
– -$210K -3,152 Closed
JWWM
1933
Johnson & White Wealth Management
Pennsylvania
– -$210K -3,150 Closed
HNW
1934
High Note Wealth
Minnesota
– -$209K -3,133 Closed
IF
1935
Insight Folios
North Carolina
– -$208K -3,112 Closed
BAM
1936
Boyar Asset Management
New York
– -$206K -3,085 Closed
CB
1937
Cadence Bank
Mississippi
– -$205K -3,075 Closed
OAM
1938
Occidental Asset Management
California
– -$204K -3,060 Closed
OCM
1939
Orchard Capital Management
Illinois
– -$204K -3,060 Closed
CCIA
1940
Cherry Creek Investment Advisors
Colorado
– -$204K -3,052 Closed
TA
1941
TFG Advisers
Michigan
– -$204K -3,050 Closed
SSWM
1942
Strait & Sound Wealth Management
California
– -$203K -3,045 Closed
1IA
1943
1834 Investment Advisors
Wisconsin
– -$203K -3,043 Closed
NRC
1944
New Republic Capital
North Carolina
– -$203K -3,038 Closed
CAIMH
1945
Central Asset Investments & Management Holdings
Hong Kong
– -$200K -3,000 Closed
LFM
1946
Lumina Fund Management
New York
– -$200K -3,000 Closed
HS
1947
Horan Securities
United States
– -$187K -2,808 Closed
ALAM
1948
Asahi Life Asset Management
Japan
– -$127K -1,910 Closed
WP
1949
WealthPLAN Partners
Nebraska
– -$121K -1,817 Closed
AIS
1950
AM Investment Strategies
Tennessee
– -$114K -1,708 Closed
76 77
78
79 80