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Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
301
Amundi Asset Management US
Massachusetts
– -$41K -9,114 Closed
VI
302
Vestcor Inc
New Brunswick, Canada
– -$28K -6,294 Closed
HIIFS
303
Harel Insurance Investments & Financial Services
Israel
– -$24K -5,400 Closed
CG
304
Cutler Group
California
– -$19K -4,260 Closed
Asset Management One
305
Asset Management One
Japan
– -$13K -2,807 Closed
BFIM
306
Beese Fulmer Investment Management
Ohio
– -$12K -2,658 Closed
GWM
307
Geneos Wealth Management
Colorado
– -$6K -1,500 Closed
TWA
308
TCI Wealth Advisors
Arizona
– -$5K -1,083 Closed
PO
309
Private Ocean
California
– -$2.11K -558 -92%
APA
310
American Portfolios Advisors
New York
– -$2.23K -500 Closed
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
– -$2K -467 Closed
BL
312
Balentine LLC
Georgia
– -$2K -392 Closed
OPS
313
Orion Portfolio Solutions
Nebraska
– -$1K -332 Closed
LWM
314
Liberty Wealth Management
California
– -$1K -300 Closed
AIC
315
Archer Investment Corporation
Indiana
– -$1.26K -250 Closed
PA
316
Procyon Advisors
Connecticut
– -$1K -209 Closed
SLF
317
Sun Life Financial
Ontario, Canada
– -$1K -180 Closed
RWA
318
Ropes Wealth Advisors
Massachusetts
– -$1K -120 Closed
HWM
319
HighMark Wealth Management
Minnesota
– +$11 +3 New
ABC
320
Associated Banc-Corp
Wisconsin
– +$151 +40 New
GWS
321
Glassman Wealth Services
Virginia
– +$159 +42 +82%
PFWA
322
Paces Ferry Wealth Advisors
Georgia
– +$430 +114 New
IA
323
IFP Advisors
Florida
– +$698 +185 New
BCA
324
Berman Capital Advisors
Georgia
– +$936 +248 New