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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
1651
Concentric Capital Strategies
Connecticut
-$204K -5,944 Closed
LFG
1652
Lazard Frères Gestion
France
-$202K -5,890 Closed
TFGT
1653
TS Financial Group (TSFG)
Illinois
-$195K -5,685 Closed
IWA
1654
Icon Wealth Advisors
Texas
-$174K -5,055 Closed
MUAMU
1655
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$137K -4,000 Closed
MG
1656
Mather Group
Illinois
-$136K -3,944 Closed
SIC
1657
Salem Investment Counselors
North Carolina
-$125K -3,631 Closed
KLWA
1658
Kelly Lawrence W & Associates
California
-$96.4K -2,804 Closed
SNB
1659
Security National Bank
Nebraska
-$79.2K -2,303 Closed
DWA
1660
Delos Wealth Advisors
Texas
-$68.7K -2,000 Closed
KPP
1661
Kings Path Partners
Texas
-$55.8K -1,623 Closed
PPA
1662
Pilgrim Partners Asia
Singapore
-$55K -1,600 Closed
RA
1663
Rise Advisors
New York
-$48.8K -1,421 Closed
PPA
1664
Painted Porch Advisors
California
-$46.3K -1,346 Closed
PAM
1665
Palisade Asset Management
Minnesota
-$46.1K -1,341 Closed
ABWM
1666
Alpine Bank Wealth Management
Colorado
-$37.8K -1,099 Closed
PFA
1667
Pathway Financial Advisers
Indiana
-$31.8K -927 Closed
SFCL
1668
Strengthening Families & Communities LLC
Massachusetts
-$31.1K -903 Closed
CA
1669
Crewe Advisors
Utah
-$20.1K -584 Closed
AWM
1670
Activest Wealth Management
Florida
-$19.6K -570 Closed
JWM
1671
JPL Wealth Management
Colorado
-$18.7K -543 Closed
HC
1672
Hurley Capital
New York
-$10.8K -315 Closed
LIA
1673
Limestone Investment Advisors
New York
-$10.7K -296 Closed
NC
1674
North Capital
Utah
-$9.47K -276 Closed
UFPG
1675
United Financial Planning Group
New York
-$9.49K -276 Closed