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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1751
Telos Capital Management
California
– -$280K -2,841 Closed
MHI
1752
Miller Howard Investments
New York
– -$280K -2,838 Closed
KWS
1753
Keystone Wealth Services
California
– -$278K -2,818 Closed
SFP
1754
Shepherd Financial Partners
Massachusetts
– -$276K -2,798 Closed
PIA
1755
Perennial Investment Advisors
California
– -$276K -2,796 Closed
PWM
1756
Prosperity Wealth Management
California
– -$273K -2,766 Closed
IFS
1757
Ifrah Financial Services
Arkansas
– -$272K -2,759 Closed
LIM
1758
Loudon Investment Management
New Hampshire
– -$271K -2,747 Closed
NIM
1759
Northeast Investment Management
Massachusetts
– -$268K -2,714 Closed
PP
1760
PDS Planning
Ohio
– -$267K -2,711 Closed
SNBOSD
1761
Security National Bank of So Dak
Iowa
– -$267K -2,705 Closed
ICP
1762
Impact Capital Partners
Colorado
– -$265K -2,687 Closed
CFG
1763
Cooper Financial Group
California
– -$263K -2,661 Closed
CCAL
1764
City Center Advisors LLC
Michigan
– -$257K -2,607 Closed
CFG
1765
Carr Financial Group
Massachusetts
– -$256K -2,593 Closed
AIA
1766
AssuredPartners Investment Advisors
Florida
– -$252K -2,553 Closed
GSEP
1767
Golden State Equity Partners
California
– -$251K -2,545 Closed
TSS
1768
Two Sigma Securities
New York
– -$249K -2,523 Closed
VAS
1769
Valicenti Advisory Services
New York
– -$246K -2,490 Closed
KP
1770
Keel Point
Alabama
– -$241K -2,439 Closed
PI
1771
Pettee Investors
Connecticut
– -$240K -2,437 Closed
MPM
1772
MBB Public Markets
Illinois
– -$239K -2,423 Closed
FWA
1773
FSM Wealth Advisors
Ohio
– -$242K -2,384 Closed
DCM
1774
DGS Capital Management
New Jersey
– -$235K -2,380 Closed
NFP
1775
Narus Financial Partners
Utah
– -$235K -2,378 Closed