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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
501
Itau Unibanco Holding S.A.
Brazil
– -$92.4K -2,930 Closed
QL
502
Quarry LP
New York
– -$53.6K -1,700 Closed
ASN
503
Advisory Services Network
Georgia
– -$40.5K -1,283 Closed
MBFW
504
Morton Brown Family Wealth
Pennsylvania
– -$34.7K -1,100 Closed
DekaBank Deutsche Girozentrale
505
DekaBank Deutsche Girozentrale
Germany
– -$33K -1,033 Closed
GAMC
506
Garner Asset Management Corp
Texas
– -$29.3K -989 Closed
VI
507
Vestcor Inc
New Brunswick, Canada
– -$22K -697 Closed
TCWA
508
Turtle Creek Wealth Advisors
Texas
– -$14.8K -470 Closed
FWM
509
Focused Wealth Management
New York
– -$4.34K -138 Closed
WTG
510
West Tower Group
Virginia
– -$3.88K -123 Closed
WFA
511
West Financial Advisors
Iowa
– -$3.69K -117 Closed
CI
512
Cordant Inc
Oregon
– -$3.15K -100 Closed
GWS
513
Glassman Wealth Services
Virginia
– -$3.03K -96 Closed
FBC
514
Fairfield, Bush & Co
Connecticut
– -$2.84K -90 Closed
CFB
515
Cullen/Frost Bankers
Texas
– -$2.18K -69 Closed
LFA
516
Livelsberger Financial Advisory
Ohio
– -$1.92K -61 Closed
NFA
517
Northwest Financial Advisors
Virginia
– -$1.07K -34 Closed
TH
518
TCTC Holdings
Texas
– -$789 -25 Closed
GIM
519
Gold Investment Management
Alberta, Canada
– -$631 -20 Closed
LF
520
Lee Financial
Texas
– -$631 -20 Closed
RMC
521
Resources Management Corp
Connecticut
– -$1K -20 Closed
DF
522
DecisionPoint Financial
Arizona
– -$541 -17 Closed
BWL
523
Bogart Wealth LLC
Virginia
– -$410 -13 Closed
PA
524
PSI Advisors
Florida
– -$63 -2 Closed
CAL
525
Capital Advisors Ltd
Ohio
– +$370 +13 New