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Name Holding Trade Value Shares
Change
Change in
Stake
WAL
1951
W Advisors LLC
Tennessee
– -$222K -3,795 Closed
RMCM
1952
Reynders McVeigh Capital Management
Massachusetts
– -$221K -3,779 Closed
EWA
1953
Evolution Wealth Advisors
Florida
– -$220K -3,757 Closed
RA
1954
RFG Advisory
Alabama
– -$220K -3,755 Closed
LB
1955
Legacy Bridge
Iowa
– -$218K -3,722 Closed
LWM
1956
Laidlaw Wealth Management
New York
– -$217K -3,720 Closed
WWM
1957
Westwood Wealth Management
California
– -$217K -3,720 Closed
MCCP
1958
Mission Creek Capital Partners
California
– -$215K -3,679 Closed
RA
1959
Rockingstone Advisors
Massachusetts
– -$214K -3,657 Closed
AP
1960
Appleton Partners
Massachusetts
– -$210K -3,593 Closed
ISWM
1961
Independent Solutions Wealth Management
New York
– -$210K -3,592 Closed
WCM
1962
Whitener Capital Management
North Carolina
– -$208K -3,565 Closed
HFP
1963
Holistic Financial Partners
Indiana
– -$204K -3,492 Closed
AC
1964
Abbrea Capital
California
– -$202K -3,462 Closed
GA
1965
Geller Advisors
New York
– -$201K -3,441 Closed
FAM
1966
Flaharty Asset Management
Florida
– -$78.4K -1,341 Closed
RW
1967
RVW Wealth
California
– -$60.9K -1,042 Closed
AP
1968
Arlington Partners
Alabama
– -$57.9K -991 Closed
EARNEST Partners
1969
EARNEST Partners
Georgia
– -$33.8K -579 Closed
BCM
1970
BluePath Capital Management
Georgia
– -$32.7K -559 Closed
NIC
1971
Northwest Investment Counselors
Oregon
– -$32.5K -556 Closed
RFA
1972
Register Financial Advisors
Georgia
– -$32.1K -549 Closed
PCTC
1973
Perkins Coie Trust Company
Washington
– -$27.2K -465 Closed
HWP
1974
Hibernia Wealth Partners
Louisiana
– -$23.3K -399 Closed
SIA
1975
SkyView Investment Advisors
New Jersey
– -$22K -382 Closed