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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1926
New Republic Capital
North Carolina
– -$287K -1,471 Closed
TRIA
1927
Trail Ridge Investment Advisors
Colorado
– -$274K -1,452 Closed
BWM
1928
BCS Wealth Management
Tennessee
– -$278K -1,423 Closed
NB
1929
Nicolet Bankshares
Wisconsin
– -$265K -1,354 Closed
CGPCS
1930
Capital Group Private Client Services
California
– -$259K -1,325 Closed
WFI
1931
West Family Investments
California
– -$253K -1,297 Closed
EGWAG
1932
Elwood & Goetz Wealth Advisory Group
Georgia
– -$248K -1,267 Closed
LGA
1933
Lebenthal Global Advisors
New York
– -$247K -1,266 Closed
UB
1934
Umpqua Bank
Oregon
– -$245K -1,256 Closed
CWP
1935
Cyndeo Wealth Partners
Florida
– -$244K -1,250 Closed
FWA
1936
FSM Wealth Advisors
Ohio
– -$243K -1,243 Closed
SMA
1937
Seven Mile Advisory
New Jersey
– -$241K -1,234 Closed
RWP
1938
Revolve Wealth Partners
New Jersey
– -$241K -1,233 Closed
MCA
1939
Martin Capital Advisors
Texas
– -$241K -1,231 Closed
HWP
1940
Hibernia Wealth Partners
Louisiana
– -$240K -1,228 Closed
RAM
1941
Redmond Asset Management
Virginia
– -$240K -1,226 Closed
VRM
1942
Vectors Research Management
New York
– -$238K -1,218 Closed
MAWA
1943
Moss Adams Wealth Advisors
Washington
– -$236K -1,206 Closed
PVI
1944
Pine Valley Investments
New Jersey
– -$235K -1,204 Closed
ACP
1945
Aveo Capital Partners
Colorado
– -$235K -1,201 Closed
TA
1946
TrueWealth Advisors
Alabama
– -$234K -1,197 Closed
OL
1947
OneFund LLC
Florida
– -$233K -1,192 Closed
CG
1948
Clarus Group
Texas
– -$231K -1,182 Closed
MCA
1949
MSH Capital Advisors
Arizona
– -$231K -1,182 Closed
CAM
1950
Claret Asset Management
Quebec, Canada
– -$230K -1,178 Closed