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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
926
Summit Global Investments
Utah
– -$290K -1,270 Closed
GCM
927
Graham Capital Management
Connecticut
– -$284K -1,240 Closed
MSR
928
Main Street Research
Connecticut
– -$276K -1,208 Closed
AL
929
Aspiriant LLC
California
– -$275K -1,204 Closed
FFG
930
Fiduciary Financial Group
California
– -$272K -1,165 Closed
SW
931
SVB Wealth
Massachusetts
– -$257K -1,123 Closed
OFA
932
Oak Family Advisors
Illinois
– -$248K -1,086 Closed
KAS
933
KPP Advisory Services
Kentucky
– -$245K -1,071 Closed
CNBT
934
Canandaigua National Bank & Trust
New York
– -$239K -1,044 Closed
SHFP
935
Second Half Financial Partners
Florida
– -$235K -1,029 Closed
SCM
936
Stevens Capital Management
Pennsylvania
– -$231K -1,012 Closed
IAA
937
Independent Advisor Alliance
North Carolina
– -$231K -1,008 Closed
CA
938
Cullinan Associates
Kentucky
– -$229K -1,000 Closed
CC
939
Centiva Capital
New York
– -$224K -978 Closed
FIM
940
Freedom Investment Management
Connecticut
– -$210K -918 Closed
HCM
941
Howard Capital Management
Georgia
– -$206K -900 Closed
AWE
942
Avidian Wealth Enterprises
Texas
– -$204K -892 Closed
IAN
943
Integrated Advisors Network
Texas
– -$204K -890 Closed
SWK
944
Stephen W. Kidder
– -$203K -888 Closed
VWM
945
Venturi Wealth Management
Texas
– -$125K -545 Closed
SOW
946
State of Wyoming
Wyoming
– -$123K -539 Closed
SAM
947
Synergy Asset Management
Washington
– -$129K -529 Closed
MFG
948
Menard Financial Group
Texas
– -$97.9K -428 Closed
CCA
949
Catalyst Capital Advisors
New York
– -$83K -363 Closed
CFGS
950
Concourse Financial Group Securities
Alabama
– -$85.3K -345 Closed