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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1051
Rikoon Group
New Mexico
– -$227K -1,472 Closed
LC
1052
Lourd Capital
California
– -$223K -1,445 Closed
MPW
1053
MA Private Wealth
California
– -$222K -1,437 Closed
CWS
1054
Cypress Wealth Services
California
– -$202K -1,307 Closed
DWM
1055
Doyle Wealth Management
Florida
– -$147K -952 Closed
CWA
1056
Clarus Wealth Advisors
Arizona
– -$114K -742 Closed
EDRH
1057
Edmond de Rothschild Holding
Switzerland
– -$100K -650 Closed
NMC
1058
Nine Masts Capital
Hong Kong
– -$95K -618 Closed
IIM
1059
Ipswich Investment Management
Massachusetts
– -$73K -475 Closed
JA
1060
JOYN Advisors
Georgia
– -$70K -453 Closed
TFA
1061
Transamerica Financial Advisors
Florida
– -$58K -370 Closed
RWA
1062
River Wealth Advisors
Pennsylvania
– -$41K -266 Closed
MWA
1063
Meridian Wealth Advisors
Texas
– -$39K -250 Closed
CB
1064
Community Bank
New York
– -$36K -233 Closed
W
1065
WealthOne
New York
– -$32K -213 Closed
FTI
1066
Fiduciary Trust International
Massachusetts
– -$25K -160 Closed
MOS
1067
MGO One Seven
Ohio
– -$22K -144 Closed
MNBTD
1068
Moody National Bank Trust Division
Texas
– -$16K -102 Closed
HT
1069
Heritage Trust
Oklahoma
– -$15K -100 Closed
PG
1070
Patten Group
Tennessee
– -$15K -100 Closed
WANY
1071
Wealthspire Advisors (New York)
New York
– -$13K -82 Closed
BI
1072
Bramshill Investments
Florida
– -$10K -62 Closed
LPWM
1073
Lake Point Wealth Management
Texas
– -$6K -41 Closed
CFA
1074
Camarda Financial Advisors
Florida
– -$3K -22 Closed
EWM
1075
Elmwood Wealth Management
California
– -$3K -18 Closed