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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1501
VCI Wealth Management
Missouri
– -$1.3M -11,027 Closed
BMWM
1502
Brown Miller Wealth Management
Virginia
– -$1.27M -10,759 Closed
UAS
1503
United Asset Strategies
New York
– -$1.25M -10,549 Closed
RCM
1504
RNC Capital Management
California
– -$1.21M -10,208 Closed
Twin Tree Management
1505
Twin Tree Management
Texas
– -$925K -9,830 Closed
FGP
1506
Freestone Grove Partners
California
– -$1.12M -9,476 Closed
PG
1507
Patten Group
Tennessee
– -$1.07M -9,011 Closed
MAP
1508
Managed Asset Portfolios
Michigan
– -$1.06M -9,007 Closed
CP
1509
Cumberland Partners
Ontario, Canada
– -$1.05M -8,900 Closed
SCM
1510
Silvant Capital Management
Georgia
– -$1.04M -8,762 Closed
BSI
1511
Bennett Selby Investments
Maine
– -$1.02M -8,654 Closed
NFG
1512
Nations Financial Group
Iowa
– -$991K -8,384 Closed
BWM
1513
BKM Wealth Management
Wisconsin
– -$973K -8,235 Closed
TSW
1514
Three Seasons Wealth
Utah
– -$959K -8,115 Closed
JWBC
1515
J.W. Burns & Co
New York
– -$891K -7,538 Closed
PPA
1516
Pilgrim Partners Asia
Singapore
– -$887K -7,500 Closed
FAM
1517
Fred Alger Management
New York
– -$864K -7,305 Closed
MPWS
1518
McCarter Private Wealth Services
Massachusetts
– -$852K -7,206 Closed
SA
1519
Sylvest Advisors
Texas
– -$850K -7,192 Closed
OWA
1520
Outlook Wealth Advisors
Texas
– -$809K -6,841 Closed
AIA
1521
AssuredPartners Investment Advisors
Florida
– -$806K -6,816 Closed
MYLI
1522
Meiji Yasuda Life Insurance
Japan
– -$755K -6,391 Closed
OWA
1523
One Wealth Advisors
California
– -$754K -6,378 Closed
CWP
1524
Curated Wealth Partners
California
– -$749K -6,338 Closed
GIM
1525
Goelzer Investment Management
Indiana
– -$744K -6,296 Closed