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Name Holding Trade Value Shares
Change
Change in
Stake
MHI
1751
Miller Howard Investments
New York
– -$280K -2,838 Closed
KWS
1752
Keystone Wealth Services
California
– -$278K -2,818 Closed
SFP
1753
Shepherd Financial Partners
Massachusetts
– -$276K -2,798 Closed
PIA
1754
Perennial Investment Advisors
California
– -$276K -2,796 Closed
PWM
1755
Prosperity Wealth Management
California
– -$273K -2,766 Closed
IFS
1756
Ifrah Financial Services
Arkansas
– -$272K -2,759 Closed
LIM
1757
Loudon Investment Management
New Hampshire
– -$271K -2,747 Closed
NIM
1758
Northeast Investment Management
Massachusetts
– -$268K -2,714 Closed
PP
1759
PDS Planning
Ohio
– -$267K -2,711 Closed
SNBOSD
1760
Security National Bank of So Dak
Iowa
– -$267K -2,705 Closed
ICP
1761
Impact Capital Partners
Colorado
– -$265K -2,687 Closed
CFG
1762
Cooper Financial Group
California
– -$263K -2,661 Closed
CCAL
1763
City Center Advisors LLC
Michigan
– -$257K -2,607 Closed
CFG
1764
Carr Financial Group
Massachusetts
– -$256K -2,593 Closed
AIA
1765
AssuredPartners Investment Advisors
Florida
– -$252K -2,553 Closed
GSEP
1766
Golden State Equity Partners
California
– -$251K -2,545 Closed
TSS
1767
Two Sigma Securities
New York
– -$249K -2,523 Closed
VAS
1768
Valicenti Advisory Services
New York
– -$246K -2,490 Closed
KP
1769
Keel Point
Alabama
– -$241K -2,439 Closed
PI
1770
Pettee Investors
Connecticut
– -$240K -2,437 Closed
MPM
1771
MBB Public Markets
Illinois
– -$239K -2,423 Closed
FWA
1772
FSM Wealth Advisors
Ohio
– -$242K -2,384 Closed
DCM
1773
DGS Capital Management
New Jersey
– -$235K -2,380 Closed
NFP
1774
Narus Financial Partners
Utah
– -$235K -2,378 Closed
DLCIG
1775
D.L. Carlson Investment Group
New Hampshire
– -$234K -2,371 Closed