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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
601
Envestnet Portfolio Solutions
Illinois
– -$293K -1,589 Closed
NP
602
NorthRock Partners
Minnesota
– -$287K -1,554 Closed
CIA
603
Caerus Investment Advisors
Texas
– -$273K -1,478 Closed
CBA
604
Coastal Bridge Advisors
Connecticut
– -$271K -1,472 Closed
NAM
605
NorthCrest Asset Manangement
Minnesota
– -$285K -1,466 Closed
FFM
606
Forum Financial Management
Illinois
– -$250K -1,356 Closed
B
607
Bellecapital
Switzerland
– -$244K -1,322 Closed
IFU
608
iSAM Funds (UK)
United Kingdom
– -$238K -1,289 Closed
CPIG
609
Chicago Partners Investment Group
Illinois
– -$255K -1,248 Closed
ECM
610
Evergreen Capital Management
Washington
– -$226K -1,223 Closed
PA
611
PharVision Advisers
Florida
– -$224K -1,214 Closed
VCM
612
Voleon Capital Management
California
– -$219K -1,190 Closed
PS
613
Principal Securities
Iowa
– -$217K -1,178 Closed
PWM
614
Perigon Wealth Management
California
– -$217K -1,177 Closed
EPW
615
Evolve Private Wealth
California
– -$215K -1,166 Closed
MYAM
616
Meiji Yasuda Asset Management
Japan
– -$210K -1,137 Closed
OC
617
Oppenheimer & Co
New York
– -$206K -1,116 Closed
VCA
618
Verdence Capital Advisors
Maryland
– -$203K -1,101 Closed
OIA
619
OneDigital Investment Advisors
Kansas
– -$203K -1,099 Closed
CL
620
Choreo LLC
Illinois
– -$202K -1,078 Closed
SAG
621
SageView Advisory Group
California
– -$188K -1,018 Closed
CP
622
Camelot Portfolios
Ohio
– -$97.7K -530 Closed
DB
623
Danske Bank
Denmark
– -$73.8K -400 Closed
MTC
624
Matrix Trust Company
Colorado
– -$67K -362 Closed
VSQM
625
V-Square Quantitative Management
Illinois
– -$64.4K -349 Closed