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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1151
United Capital Financial Advisors
Texas
– -$228K -1,435 Closed
SP
1152
Successful Portfolios
Florida
– -$227K -1,427 Closed
RMDI
1153
R.M. Davis Inc
Maine
– -$227K -1,425 Closed
FNT
1154
First National Trust
Pennsylvania
– -$226K -1,418 Closed
WJWM
1155
Williams Jones Wealth Management
New York
– -$225K -1,413 Closed
DWP
1156
Daymark Wealth Partners
Ohio
– -$224K -1,408 Closed
PBO
1157
Peoples Bank (Ohio)
Ohio
– -$223K -1,400 Closed
RWA
1158
Ropes Wealth Advisors
Massachusetts
– -$222K -1,395 Closed
RDWM
1159
Red Door Wealth Management
Tennessee
– -$221K -1,388 Closed
PL
1160
Plancorp LLC
Missouri
– -$219K -1,379 Closed
BRM
1161
Boston Research & Management
Massachusetts
– -$218K -1,375 Closed
CFCI
1162
Comprehensive Financial Consultants Institutional
Indiana
– -$211K -1,375 Closed
ATC
1163
Argent Trust Co
Tennessee
– -$217K -1,366 Closed
CAMG
1164
CWA Asset Management Group
Florida
– -$217K -1,366 Closed
ETIA
1165
Epic Trust Investment Advisors
Washington
– -$217K -1,366 Closed
MGIA
1166
Moneta Group Investment Advisors
Missouri
– -$217K -1,363 Closed
SAM
1167
SignalPoint Asset Management
Missouri
– -$216K -1,358 Closed
LPT
1168
Legacy Private Trust
Wisconsin
– -$216K -1,357 Closed
CFA
1169
CWS Financial Advisors
Michigan
– -$216K -1,356 Closed
LA
1170
Latitude Advisors
Florida
– -$215K -1,353 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1171
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$214K -1,345 Closed
MAG
1172
Mayfair Advisory Group
Alabama
– -$212K -1,345 Closed
FTC
1173
Farmers Trust Company
Ohio
– -$213K -1,341 Closed
VDI
1174
Vaughan David Investments
Illinois
– -$210K -1,320 Closed
AOWM
1175
Alpha Omega Wealth Management
Virginia
– -$210K -1,318 Closed