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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1601
Appleton Partners
Massachusetts
– -$218K -3,969 Closed
SSW
1602
Stone Summit Wealth
Florida
– -$217K -3,960 Closed
PP
1603
PDS Planning
Ohio
– -$217K -3,950 Closed
FPAS
1604
Focus Partners Advisor Solutions
Missouri
– -$213K -3,887 Closed
QFA
1605
Quantum Financial Advisors
California
– -$210K -3,832 Closed
BMC
1606
Beaton Management Company
Massachusetts
– -$210K -3,830 Closed
BBNA
1607
Bremer Bank National Association
Minnesota
– -$210K -3,823 Closed
DFG
1608
Delta Financial Group
New Jersey
– -$209K -3,810 Closed
FWM
1609
Forza Wealth Management
Florida
– -$207K -3,776 Closed
XS
1610
XR Securities
Illinois
– -$205K -3,740 Closed
WIA
1611
Westbourne Investment Advisors
Maryland
– -$204K -3,725 Closed
LA
1612
LVW Advisors
New York
– -$203K -3,709 Closed
IC
1613
Inscription Capital
Texas
– -$203K -3,705 Closed
AA
1614
Argent Advisors
Louisiana
– -$203K -3,700 Closed
SL
1615
Summitry LLC
California
– -$202K -3,685 Closed
BFO
1616
Boston Family Office
Massachusetts
– -$202K -3,683 Closed
OL
1617
OneFund LLC
Florida
– -$203K -3,674 Closed
AFT
1618
Alpha Family Trust
California
– -$201K -3,670 Closed
MCP
1619
Mirador Capital Partners
California
– -$200K -3,654 Closed
CA
1620
CoreCap Advisors
Michigan
– -$166K -3,032 Closed
FSWA
1621
Financial Synergies Wealth Advisors
Texas
– -$163K -2,974 Closed
FWM
1622
Focused Wealth Management
New York
– -$161K -2,937 Closed
NCTC
1623
New Covenant Trust Company
Indiana
– -$144K -2,632 Closed
SOS
1624
Silver Oak Securities
Tennessee
– -$134K -2,454 Closed
JSC
1625
J. Stern & Co
United Kingdom
– -$96.4K -1,758 Closed