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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
2126
Allegheny Financial Group
Pennsylvania
– -$208K -1,174 Closed
PL
2127
Parthenon LLC
Kentucky
– -$208K -1,173 Closed
CWM
2128
Congress Wealth Management
Massachusetts
– -$208K -1,171 Closed
BSWM
2129
Boston Standard Wealth Management
Massachusetts
– -$207K -1,170 Closed
AOWM
2130
Alpha Omega Wealth Management
Virginia
– -$206K -1,165 Closed
SFM
2131
Signet Financial Management
New Jersey
– -$206K -1,165 Closed
EPP
2132
ETF Portfolio Partners
Kansas
– -$206K -1,164 Closed
DWM
2133
Drive Wealth Management
Utah
– -$206K -1,161 Closed
BIM
2134
Baldwin Investment Management
Pennsylvania
– -$204K -1,151 Closed
MECA
2135
Miller Equity Capital Advisors
Texas
– -$203K -1,146 Closed
WW
2136
Westshore Wealth
California
– -$202K -1,142 Closed
TWM
2137
Thrive Wealth Management
Pennsylvania
– -$202K -1,139 Closed
HTHT
2138
Hemenway Trust Hemenway Trust
New Hampshire
– -$201K -1,132 Closed
AAS
2139
Annex Advisory Services
Wisconsin
– -$200K -1,129 Closed
PCM
2140
Perritt Capital Management
Illinois
– -$110K -618 Closed
FFWM
2141
Future Financial Wealth Management
Ohio
– -$96K -542 Closed
CAM
2142
Clarity Asset Management
Iowa
– -$61.4K -347 Closed
CM
2143
Capula Management
Cayman Islands
– -$61.1K -345 Closed
MAM
2144
MMA Asset Management
Pennsylvania
– -$60.7K -342 Closed
NCTC
2145
New Covenant Trust Company
Indiana
– -$60.3K -340 Closed
LF
2146
LifeSteps Financial
California
– -$56.2K -317 Closed
NIC
2147
Northwest Investment Counselors
Oregon
– -$38K -214 Closed
DWA
2148
Dougherty Wealth Advisers
Minnesota
– -$35.4K -200 Closed
FSWA
2149
Financial Synergies Wealth Advisors
Texas
– -$26.3K -148 Closed
CWAF
2150
Core Wealth Advisors (Florida)
Florida
– -$24.8K -140 Closed