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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
– -$328K -5,725 Closed
ECM
252
Evergreen Capital Management
Washington
– -$256K -4,473 Closed
SM
253
Sciencast Management
New Jersey
– -$245K -4,419 Closed
SAM
254
Sawgrass Asset Management
Florida
– -$234K -4,085 Closed
SRC
255
Shufro Rose & Co
New York
– -$214K -3,733 Closed
RHBC
256
R.H. Bluestein & Co
Michigan
– -$212K -3,700 Closed
WSC
257
Wellington Shields & Co
New York
– -$206K -3,593 Closed
BPM
258
Bowling Portfolio Management
Ohio
– -$203K -3,551 Closed
PAMS
259
Pictet Asset Management (Switzerland)
Switzerland
– -$200K -3,500 Closed
WWM
260
Wolff Wiese Magana
California
– -$27K -476 Closed
SC
261
Steph & Co
Wisconsin
– -$23K -400 Closed
CWP
262
Concord Wealth Partners
Virginia
– -$18K -315 Closed
MFA
263
McClarren Financial Advisors
Pennsylvania
– -$16K -295 Closed
MCC
264
Money Concepts Capital
Florida
– -$14K -244 Closed
GAM
265
Gemmer Asset Management
California
– -$13K -229 Closed
TFO
266
Tarbox Family Office
California
– -$4K -65 Closed
C
267
Covestor
United Kingdom
– -$2.93K -56 -90%
FFA
268
Freedman Financial Associates
Massachusetts
– -$2K -38 Closed
CI
269
Cordant Inc
Oregon
– -$1K -22 Closed
DI
270
Disciplined Investments
Oklahoma
– -$105 -2 -18%