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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1026
Balasa Dinverno & Foltz
-$222K -683 Closed
KP
1027
Keel Point
Alabama
-$221K -678 Closed
FSA
1028
Fort Sheridan Advisors
Illinois
-$220K -675 Closed
BP
1029
Ballentine Partners
Massachusetts
-$219K -671 Closed
CWG
1030
Cornerstone Wealth Group
North Carolina
-$217K -667 Closed
IFWM
1031
Institute for Wealth Management
Colorado
-$216K -662 Closed
BRWM
1032
B. Riley Wealth Management
Tennessee
-$213K -653 Closed
APW
1033
Austin Private Wealth
Texas
-$209K -643 Closed
HPWM
1034
Highland Private Wealth Management
Washington
-$209K -642 Closed
SB
1035
Simmons Bank
Arkansas
-$208K -640 Closed
CIA
1036
Choate Investment Advisors
Massachusetts
-$207K -636 Closed
CAG
1037
Crestwood Advisors Group
Massachusetts
-$202K -620 Closed
MA
1038
Mutual Advisors
Nebraska
-$201K -618 Closed
BBNA
1039
Bremer Bank National Association
Minnesota
-$201K -617 Closed
SQA
1040
Simon Quick Advisors
New Jersey
-$194K -595 Closed
BFC
1041
Bedel Financial Consulting
Indiana
-$136K -418 Closed
FA
1042
Fortis Advisors
Pennsylvania
-$135K -414 Closed
AP
1043
Arlington Partners
Alabama
-$124K -381 Closed
AWA
1044
Aaron Wealth Advisors
Illinois
-$117K -360 Closed
BG
1045
Bollard Group
Massachusetts
-$95K -292 Closed
OC
1046
Oakworth Capital
Alabama
-$74K -226 Closed
PCOC
1047
Power Corp of Canada
Canada
-$46K -142 Closed
T
1048
TCWP
Ohio
-$40K -125 Closed
TFO
1049
Tarbox Family Office
California
-$28K -87 Closed
FAG
1050
Fortitude Advisory Group
Washington
-$20K -61 Closed