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Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
2076
Jackson Creek Investment Advisors
Colorado
– -$400K -2,567 Closed
DFCM
2077
Dark Forest Capital Management
Puerto Rico
– -$381K -2,443 Closed
LTI
2078
Laffer Tengler Investments
Tennessee
– -$379K -2,434 Closed
SCM
2079
Soros Capital Management
New York
– -$379K -2,434 Closed
MIS
2080
Morningstar Investment Services
Illinois
– -$369K -2,375 Closed
PGIM
2081
Pacific Global Investment Management
California
– -$367K -2,354 Closed
MFG
2082
Magnus Financial Group
New York
– -$344K -2,208 Closed
ANTB
2083
AMG National Trust Bank
Colorado
– -$333K -2,134 Closed
MPM
2084
MBB Public Markets
Illinois
– -$323K -2,070 Closed
EFG
2085
Everhart Financial Group
Ohio
– -$311K -1,995 Closed
HFP
2086
Holistic Financial Partners
Indiana
– -$309K -1,981 Closed
BHA
2087
Beech Hill Advisors
New York
– -$297K -1,906 Closed
FOA
2088
Five Oceans Advisors
California
– -$294K -1,888 Closed
CHP
2089
Cable Hill Partners
Oregon
– -$293K -1,881 Closed
BHPW
2090
Beverly Hills Private Wealth
California
– -$290K -1,862 Closed
NCM
2091
Nelson Capital Management
California
– -$277K -1,778 Closed
OFG
2092
Oxford Financial Group
Indiana
– -$275K -1,764 Closed
GFP
2093
Gryphon Financial Partners
Ohio
– -$275K -1,762 Closed
SFC
2094
SYM Financial Corp
Indiana
– -$272K -1,747 Closed
SCM
2095
Sitrin Capital Management
California
– -$272K -1,742 Closed
LFA
2096
Legacy Financial Advisors
Kentucky
– -$268K -1,723 Closed
BWG
2097
Berry Wealth Group
Texas
– -$268K -1,720 Closed
QL
2098
Quarry LP
New York
– -$268K -1,720 Closed
ACGA
2099
Atlanta Consulting Group Advisors
Georgia
– -$267K -1,710 Closed
FC
2100
Fulcrum Capital
Washington
– -$259K -1,659 Closed