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Name Holding Trade Value Shares
Change
Change in
Stake
JWS
951
Juncture Wealth Strategies
Arizona
– -$337K -1,278 Closed
MOACM
952
Mutual of America Capital Management
New York
– -$333K -1,265 Closed
FPAS
953
Focus Partners Advisor Solutions
Missouri
– -$325K -1,233 Closed
RHBC
954
R.H. Bluestein & Co
Michigan
– -$324K -1,230 Closed
ST
955
Sentinel Trust
Texas
– -$319K -1,213 Closed
CNC
956
Canandaigua National Corp
New York
– -$316K -1,200 Closed
FRM
957
Fox Run Management
Connecticut
– -$308K -1,170 Closed
EN1L
958
Engine No 1 LLC
California
– -$304K -1,156 Closed
MMPW
959
Mitchell McLeod Pugh & Williams
Alabama
– -$301K -1,144 Closed
PA
960
Pinnacle Associates
New York
– -$291K -1,105 Closed
OPW
961
Oxler Private Wealth
New York
– -$289K -1,100 Closed
OSAM
962
O'Shaughnessy Asset Management
Connecticut
– -$289K -1,098 Closed
DJYG
963
David J. Yvars Group
Florida
– -$282K -1,070 Closed
MFA
964
Mayflower Financial Advisors
Massachusetts
– -$279K -1,059 Closed
RWI
965
Red Wave Investments
Pennsylvania
– -$279K -1,059 Closed
PL
966
Parkwood LLC
Ohio
– -$276K -1,048 Closed
RJT
967
Raymond James Trust
Florida
– -$276K -1,047 Closed
EWA
968
Evolution Wealth Advisors
Florida
– -$275K -1,043 Closed
CP
969
CenterBook Partners
Connecticut
– -$274K -1,040 Closed
IF
970
Insight Folios
North Carolina
– -$272K -1,031 Closed
PFG
971
PAX Financial Group
Texas
– -$264K -1,003 Closed
WTB
972
Washington Trust Bank
Washington
– -$263K -1,001 Closed
CBA
973
Coastal Bridge Advisors
Connecticut
– -$301K -1,000 Closed
CGH
974
Crossmark Global Holdings
Texas
– -$258K -980 Closed
H
975
HoyleCohen
California
– -$256K -974 Closed