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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
1926
Trail Ridge Investment Advisors
Colorado
-$274K -1,452 Closed
BWM
1927
BCS Wealth Management
Tennessee
-$278K -1,423 Closed
NB
1928
Nicolet Bankshares
Wisconsin
-$265K -1,354 Closed
CGPCS
1929
Capital Group Private Client Services
California
-$259K -1,325 Closed
WFI
1930
West Family Investments
California
-$253K -1,297 Closed
EGWAG
1931
Elwood & Goetz Wealth Advisory Group
Georgia
-$248K -1,267 Closed
LGA
1932
Lebenthal Global Advisors
New York
-$247K -1,266 Closed
UB
1933
Umpqua Bank
Oregon
-$245K -1,256 Closed
CWP
1934
Cyndeo Wealth Partners
Florida
-$244K -1,250 Closed
FWA
1935
FSM Wealth Advisors
Ohio
-$243K -1,243 Closed
SMA
1936
Seven Mile Advisory
New Jersey
-$241K -1,234 Closed
RWP
1937
Revolve Wealth Partners
New Jersey
-$241K -1,233 Closed
MCA
1938
Martin Capital Advisors
Texas
-$241K -1,231 Closed
HWP
1939
Hibernia Wealth Partners
Louisiana
-$240K -1,228 Closed
RAM
1940
Redmond Asset Management
Virginia
-$240K -1,226 Closed
VRM
1941
Vectors Research Management
New York
-$238K -1,218 Closed
MAWA
1942
Moss Adams Wealth Advisors
Washington
-$236K -1,206 Closed
PVI
1943
Pine Valley Investments
New Jersey
-$235K -1,204 Closed
ACP
1944
Aveo Capital Partners
Colorado
-$235K -1,201 Closed
TA
1945
TrueWealth Advisors
Alabama
-$234K -1,197 Closed
OL
1946
OneFund LLC
Florida
-$233K -1,192 Closed
CG
1947
Clarus Group
Texas
-$231K -1,182 Closed
MCA
1948
MSH Capital Advisors
Arizona
-$231K -1,182 Closed
CAM
1949
Claret Asset Management
Quebec, Canada
-$230K -1,178 Closed
SWA
1950
SFMG Wealth Advisors
Texas
-$227K -1,164 Closed