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Name Holding Trade Value Shares
Change
Change in
Stake
Bellevue Group
801
Bellevue Group
Switzerland
– -$284K -5,851 Closed
DP
802
Dearborn Partners
Illinois
– -$278K -5,729 Closed
Wealthspire Advisors (New York)
803
Wealthspire Advisors (New York)
New York
– -$273K -5,624 Closed
CAM
804
Clark Asset Management
New Hampshire
– -$259K -5,341 Closed
Wedmont Private Capital
805
Wedmont Private Capital
Pennsylvania
– -$254K -5,244 Closed
Sanibel Captiva Trust Company
806
Sanibel Captiva Trust Company
Florida
– -$245K -5,058 Closed
SWM
807
Shrier Wealth Management
California
– -$242K -5,003 Closed
ABLA
808
Alan B. Lancz & Associates
Ohio
– -$242K -5,000 Closed
VWM
809
Venturi Wealth Management
Texas
– -$239K -4,938 Closed
Daymark Wealth Partners
810
Daymark Wealth Partners
Ohio
– -$230K -4,738 Closed
Midwest Trust
811
Midwest Trust
Kansas
– -$229K -4,724 Closed
Scotia Capital
812
Scotia Capital
Ontario, Canada
– -$218K -4,492 Closed
PS
813
Planned Solutions
California
– -$216K -4,462 Closed
GCP
814
GSA Capital Partners
United Kingdom
– -$205K -4,222 Closed
OC
815
Oarsman Capital
Wisconsin
– -$205K -4,220 Closed
LAS
816
Lloyd Advisory Services
Georgia
– -$187K -3,857 Closed
T. Rowe Price Investment Management
817
T. Rowe Price Investment Management
Maryland
– -$151K -3,108 Closed
SFCL
818
Strengthening Families & Communities LLC
Massachusetts
– -$145K -3,000 Closed
CIA
819
Cape Investment Advisory
Georgia
– -$99.9K -2,062 Closed
GAMC
820
Garner Asset Management Corp
Texas
– -$94.2K -1,944 Closed
GAFA
821
Garton & Associates Financial Advisors
Kentucky
– -$87K -1,795 Closed
CIM
822
Contravisory Investment Management
Massachusetts
– -$63K -1,300 Closed
Daiwa Securities Group
823
Daiwa Securities Group
Japan
– -$38K -783 Closed
TCTC Holdings
824
TCTC Holdings
Texas
– -$36.3K -750 Closed
FHA
825
Flagship Harbor Advisors
Massachusetts
– -$25K -516 Closed