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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1501
Cumberland Partners
Ontario, Canada
-$1.05M -8,900 Closed
SCM
1502
Silvant Capital Management
Georgia
-$1.04M -8,762 Closed
BSI
1503
Bennett Selby Investments
Maine
-$1.02M -8,654 Closed
NFG
1504
Nations Financial Group
Iowa
-$991K -8,384 Closed
BWM
1505
BKM Wealth Management
Wisconsin
-$973K -8,235 Closed
TSW
1506
Three Seasons Wealth
Utah
-$959K -8,115 Closed
JWBC
1507
J.W. Burns & Co
New York
-$891K -7,538 Closed
PPA
1508
Pilgrim Partners Asia
Singapore
-$887K -7,500 Closed
FAM
1509
Fred Alger Management
New York
-$864K -7,305 Closed
MPWS
1510
McCarter Private Wealth Services
Massachusetts
-$852K -7,206 Closed
SA
1511
Sylvest Advisors
Texas
-$850K -7,192 Closed
OWA
1512
Outlook Wealth Advisors
Texas
-$809K -6,841 Closed
AIA
1513
AssuredPartners Investment Advisors
Florida
-$806K -6,816 Closed
MYLI
1514
Meiji Yasuda Life Insurance
Japan
-$755K -6,391 Closed
OWA
1515
One Wealth Advisors
California
-$754K -6,378 Closed
CWP
1516
Curated Wealth Partners
California
-$749K -6,338 Closed
GIM
1517
Goelzer Investment Management
Indiana
-$744K -6,296 Closed
PNAA
1518
Pictet North America Advisors
Switzerland
-$734K -6,210 Closed
LCM
1519
Landscape Capital Management
New Jersey
-$729K -6,168 Closed
PWM
1520
Power Wealth Management
Georgia
-$713K -6,030 Closed
MA
1521
McBroom & Associates
Nevada
-$690K -5,835 Closed
CT
1522
Chicago Trust
Illinois
-$680K -5,753 Closed
IIM
1523
Intact Investment Management
Quebec, Canada
-$537K -5,700 Closed
MWM
1524
MOKAN Wealth Management
Kansas
-$658K -5,560 Closed
AFG
1525
ABLE Financial Group
Arizona
-$648K -5,478 Closed