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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1676
Halbert Hargrove Global Advisors
California
– -$230K -561 Closed
JDR
1677
Jay D. Rosenbaum
– -$228K -557 Closed
SLA
1678
Silver Lake Advisory
Utah
– -$228K -557 Closed
BFG
1679
Bouchey Financial Group
New York
– -$227K -554 Closed
NB
1680
Nicolet Bankshares
Wisconsin
– -$223K -543 Closed
AIP
1681
Almanack Investment Partners
Pennsylvania
– -$221K -538 Closed
EWM
1682
EPG Wealth Management
Georgia
– -$219K -535 Closed
MFA
1683
Mayflower Financial Advisors
Massachusetts
– -$219K -534 Closed
FBB
1684
Fulton Breakefield Broenniman
Maryland
– -$217K -528 Closed
FWP
1685
FAS Wealth Partners
Kansas
– -$215K -525 Closed
CAMG
1686
CWA Asset Management Group
Florida
– -$215K -524 Closed
SHGA
1687
Sand Hill Global Advisors
California
– -$213K -519 Closed
FOA
1688
Five Oceans Advisors
California
– -$212K -516 Closed
RDWM
1689
Red Door Wealth Management
Tennessee
– -$211K -516 Closed
APW
1690
Aurora Private Wealth
New Jersey
– -$205K -500 Closed
MIM
1691
Marco Investment Management
Georgia
– -$205K -500 Closed
IIM
1692
Ipswich Investment Management
Massachusetts
– -$203K -496 Closed
W
1693
Wealthquest
Ohio
– -$234K -496 Closed
C
1694
CEDRUS
Colorado
– -$202K -493 Closed
SAF
1695
Smith Anglin Financial
Texas
– -$202K -492 Closed
QT
1696
Quantamental Technologies
New York
– -$201K -491 Closed
AP
1697
Adero Partners
California
– -$200K -488 Closed
GCS
1698
Gordian Capital (Singapore)
Singapore
– -$415K -450 Closed
Koshinski Asset Management
1699
Koshinski Asset Management
Illinois
– -$148K -360 Closed
T
1700
TCWP
Ohio
– -$138K -337 Closed