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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1651
Capital Performance Advisors
California
– -$230K -4,574 Closed
LJAC
1652
L.J. Altfest & Co
New York
– -$225K -4,475 Closed
HIC
1653
Holderness Investments Company
North Carolina
– -$224K -4,468 Closed
PCM
1654
Polymer Capital Management
New York
– -$223K -4,432 Closed
AF
1655
Apexium Financial
Texas
– -$212K -4,222 Closed
Koshinski Asset Management
1656
Koshinski Asset Management
Illinois
– -$210K -4,188 Closed
PP
1657
Patron Partners
Texas
– -$207K -4,122 Closed
BOTPPF
1658
Board of the Pension Protection Fund
United Kingdom
– -$151K -3,000 Closed
RCA
1659
Runnymede Capital Advisors
Ohio
– -$143K -2,850 Closed
PAM
1660
Paradigm Asset Management
New York
– -$115K -2,300 Closed
WT
1661
Washington Trust
Rhode Island
– -$113K -2,241 Closed
PA
1662
PSI Advisors
Florida
– -$111K -2,220 Closed
CMBA
1663
C.M. Bidwell & Associates
Hawaii
– -$108K -2,150 Closed
WAG
1664
Wiser Advisor Group
Arizona
– -$103K -2,050 Closed
BC
1665
Bayforest Capital
United Kingdom
– -$99.9K -1,989 Closed
MFS
1666
Mattson Financial Services
Michigan
– -$92.4K -1,841 Closed
CWC
1667
Carolinas Wealth Consulting
North Carolina
– -$90.8K -1,809 Closed
CA
1668
Continuum Advisory
Idaho
– -$83.6K -1,665 Closed
BCM
1669
Berbice Capital Management
New York
– -$70.3K -1,400 Closed
SIM
1670
Synergy Investment Management
Florida
– -$52.7K -1,050 Closed
GCM
1671
GKV Capital Management
California
– -$50.2K -1,000 Closed
NI
1672
NCP Inc
California
– -$45.2K -900 Closed
WPA
1673
West Paces Advisors
Georgia
– -$44.1K -879 Closed
GFPC
1674
Global Financial Private Client
Florida
– -$43.5K -867 Closed
OWP
1675
ORG Wealth Partners
Texas
– -$31.1K -602 Closed