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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
Alta Capital Management
Utah
– -$812K -2,568 Closed
CM
1102
Castleark Management
Illinois
– -$693K -2,190 Closed
CIBC Private Wealth Group
1103
CIBC Private Wealth Group
Georgia
– -$608K -1,923 Closed
LOAME
1104
Lombard Odier Asset Management (Europe)
United Kingdom
– -$523K -1,654 Closed
IC
1105
IEQ Capital
California
– -$488K -1,540 Closed
MAFM
1106
Mid Atlantic Financial Management
Pennsylvania
– -$450K -1,423 Closed
FFG
1107
Frisch Financial Group
New York
– -$435K -1,376 Closed
BOH
1108
Bank of Hawaii
Hawaii
– -$429K -1,355 Closed
IDBONY
1109
Israel Discount Bank of New York
New York
– -$417K -1,319 Closed
FFS
1110
Founders Financial Securities
Maryland
– -$403K -1,273 Closed
DS
1111
DRW Securities
Illinois
– -$350K -1,130 Closed
BPCE
1112
Bank Pictet & Cie (Europe)
Germany
– -$346K -1,095 Closed
SW
1113
StrongBox Wealth
Missouri
– -$337K -1,066 Closed
TU
1114
TDAM USA
Ontario, Canada
– -$336K -1,062 Closed
CAN
1115
Claraphi Advisory Network
United States
– -$327K -1,033 Closed
SF
1116
Symphony Financial
Texas
– -$322K -1,018 Closed
GFS
1117
GYL Financial Synergies
Connecticut
– -$315K -995 Closed
HC
1118
HNP Capital
New York
– -$324K -986 Closed
CIAS
1119
Capital Investment Advisory Services
North Carolina
– -$296K -935 Closed
SIC
1120
Sigma Investment Counselors
Michigan
– -$293K -927 Closed
MCM
1121
MAI Capital Management
Ohio
– -$289K -914 Closed
BSW
1122
Buckingham Strategic Wealth
Missouri
– -$277K -875 Closed
BFA
1123
Beaumont Financial Advisors
Massachusetts
– -$270K -854 Closed
HP
1124
Hikari Power
Japan
– -$269K -850 Closed
ARMT
1125
Amica Retiree Medical Trust
Rhode Island
– -$265K -838 Closed