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Name Holding Trade Value Shares
Change 		Change in
Stake
QP
1926
Quilter Plc
United Kingdom
– -$262K -4,157 Closed
OFS
1927
OneAscent Financial Services
Alabama
– -$253K -4,119 Closed
AC
1928
Avory & Company
Florida
– -$253K -4,114 Closed
AGM
1929
Alpine Global Management
New York
– -$251K -4,094 Closed
LW
1930
Lauer Wealth
Indiana
– -$259K -4,060 Closed
ONB
1931
Old National Bancorp
Indiana
– -$248K -4,038 Closed
MSS
1932
Mitchell Sinkler & Starr
Pennsylvania
– -$244K -3,971 Closed
JWM
1933
JFG Wealth Management
Colorado
– -$242K -3,946 Closed
OWA
1934
Octavia Wealth Advisors
Ohio
– -$234K -3,807 Closed
RFO
1935
RiverGlades Family Offices
Florida
– -$225K -3,750 Closed
OAM
1936
Oxford Asset Management
United Kingdom
– -$230K -3,745 Closed
AA
1937
Altman Advisors
Illinois
– -$227K -3,700 Closed
PCIG
1938
Partners Capital Investment Group
Massachusetts
– -$226K -3,683 Closed
OAM
1939
Oak Asset Management
California
– -$224K -3,649 Closed
BFG
1940
Berger Financial Group
Minnesota
– -$222K -3,616 Closed
CA
1941
Cornerstone Advisory
Maryland
– -$219K -3,559 Closed
TRIA
1942
Trail Ridge Investment Advisors
Colorado
– -$215K -3,502 Closed
MKA
1943
M. Kulyk & Associates
Georgia
– -$215K -3,494 Closed
FFA
1944
Fortune Financial Advisors
Kansas
– -$214K -3,478 Closed
FFA
1945
Founders Financial Alliance
North Carolina
– -$211K -3,438 Closed
WIA
1946
Westbourne Investment Advisors
Maryland
– -$210K -3,425 Closed
IF
1947
Insight Folios
North Carolina
– -$210K -3,416 Closed
CB
1948
Cadence Bank
Mississippi
– -$207K -3,377 Closed
PCH
1949
Polar Capital Holdings
United Kingdom
– -$207K -3,364 Closed
PAIM
1950
Punch & Associates Investment Management
Minnesota
– -$206K -3,348 Closed
76 77
78
79 80