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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
3001
Thompson Siegel & Walmsley
Virginia
– -$217K -7,482 Closed
PP
3002
Postrock Partners
Oregon
– -$217K -7,470 Closed
TWML
3003
Todd Wealth Management, LLC
Florida
– -$216K -7,468 Closed
FAN
3004
Financial Advisors Network
California
– -$216K -7,441 Closed
CAM
3005
Clark Asset Management
New Hampshire
– -$216K -7,438 Closed
SPP
3006
Single Point Partners
Massachusetts
– -$216K -7,438 Closed
GWM
3007
Glass Wealth Management
Texas
– -$215K -7,400 Closed
MAC
3008
Mason & Associates (California)
California
– -$213K -7,386 Closed
TWA
3009
Trace Wealth Advisors
California
– -$214K -7,370 Closed
MSWM
3010
Master's Wealth Management
Pennsylvania
– -$213K -7,355 Closed
LCC
3011
Lincoln Capital Corp
Rhode Island
– -$213K -7,350 Closed
JDLA
3012
J. Derek Lewis & Associates
California
– -$213K -7,346 Closed
DAC
3013
Dutch Asset Corp
New York
– -$213K -7,342 Closed
OFG
3014
Oxford Financial Group
Indiana
– -$213K -7,337 Closed
SWM
3015
Shakespeare Wealth Management
Wisconsin
– -$213K -7,337 Closed
GA
3016
GSG Advisors
New Jersey
– -$212K -7,322 Closed
WTB
3017
Washington Trust Bank
Washington
– -$212K -7,309 Closed
BI
3018
Beckerman Institutional
New Jersey
– -$212K -7,298 Closed
PCH
3019
PGIM Custom Harvest
New Jersey
– -$212K -7,298 Closed
CCA
3020
Cadent Capital Advisors
Oklahoma
– -$211K -7,267 Closed
TAM
3021
Trillium Asset Management
Massachusetts
– -$210K -7,261 Closed
BWP
3022
BlueStem Wealth Partners
Minnesota
– -$210K -7,232 Closed
NPT
3023
Nixon Peabody Trust
Massachusetts
– -$210K -7,232 Closed
SWP
3024
ShoreHaven Wealth Partners
New Jersey
– -$209K -7,217 Closed
WAS
3025
Westco Advisory Services
New York
– -$209K -7,204 Closed