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Name Holding Trade Value Shares
Change
Change in
Stake
FineMark National Bank & Trust
901
FineMark National Bank & Trust
Florida
– -$253K -3,088 Closed
NorthRock Partners
902
NorthRock Partners
Minnesota
– -$249K -3,037 Closed
DWT
903
Dorsey & Whitney Trust
South Dakota
– -$240K -2,929 Closed
CX Institutional
904
CX Institutional
Indiana
– -$239K -2,917 Closed
DWM
905
Darwin Wealth Management
Florida
– -$225K -2,916 Closed
CIBC World Market
906
CIBC World Market
Ontario, Canada
– -$235K -2,865 Closed
Independent Financial Group
907
Independent Financial Group
California
– -$234K -2,857 Closed
Atria Wealth Solutions
908
Atria Wealth Solutions
New York
– -$234K -2,851 Closed
Western Wealth Management
909
Western Wealth Management
Colorado
– -$232K -2,833 Closed
Caprock Group
910
Caprock Group
Idaho
– -$230K -2,810 Closed
TW
911
TrinityPoint Wealth
Connecticut
– -$228K -2,785 Closed
AIA
912
Affinity Investment Advisors
California
– -$224K -2,729 Closed
Swiss Life Asset Management
913
Swiss Life Asset Management
– -$223K -2,709 Closed
GAA
914
Global Assets Advisory
Florida
– -$214K -2,613 Closed
Wedmont Private Capital
915
Wedmont Private Capital
Pennsylvania
– -$205K -2,604 Closed
Brighton Jones LLC
916
Brighton Jones LLC
Washington
– -$213K -2,599 Closed
AWS
917
Aspen Wealth Strategies
Colorado
– -$202K -2,464 Closed
MW
918
Marcum Wealth
Ohio
– -$201K -2,454 Closed
Westwood Holdings Group
919
Westwood Holdings Group
Texas
– -$199K -2,423 Closed
CS
920
Comerica Securities
Michigan
– -$176K -2,144 Closed
OWA
921
One Wealth Advisors
California
– -$117K -1,428 Closed
U.S. Capital Wealth Advisors
922
U.S. Capital Wealth Advisors
Texas
– -$86.4K -1,053 Closed
3IP
923
3Chopt Investment Partners
Virginia
– -$82K -1,000 Closed
MCC
924
Money Concepts Capital
Florida
– -$74.5K -909 Closed
RFA
925
Resurgent Financial Advisors
Georgia
– -$62.4K -761 Closed