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Name Holding Trade Value Shares
Change
Change in
Stake
I
3201
INVST
Indiana
– -$201K -4,007 Closed
SFFS
3202
Stonehage Fleming Financial Services
Jersey
– -$183K -3,510 Closed
NCTC
3203
New Covenant Trust Company
Indiana
– -$149K -2,981 Closed
NJIM
3204
Nabity-Jensen Investment Management
Nebraska
– -$147K -2,936 Closed
FSWA
3205
Financial Synergies Wealth Advisors
Texas
– -$138K -2,758 Closed
BCM
3206
Basso Capital Management
Connecticut
– -$136K -2,718 Closed
CWAF
3207
Core Wealth Advisors (Florida)
Florida
– -$80.1K -1,605 Closed
MUMSS
3208
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$77.3K -1,548 Closed
GAA
3209
Global Assets Advisory
Florida
– -$67K -1,339 Closed
FWA
3210
FSC Wealth Advisors
New York
– -$35.2K -706 Closed
UIA
3211
Ulland Investment Advisors
Minnesota
– -$22K -450 Closed
PP
3212
Pingora Partners
Wyoming
– -$17.2K -345 Closed
DCM
3213
Davidson Capital Management
Texas
– -$12.5K -250 Closed
OCM
3214
Osterweis Capital Management
California
– -$10.5K -210 Closed
RAM
3215
Riggs Asset Management
Pennsylvania
– -$10.1K -202 Closed
FIM
3216
FWL Investment Management
Texas
– -$4.51K -95 Closed
TWP
3217
TFO Wealth Partners
Ohio
– -$4.59K -92 Closed
AS
3218
Altshuler Shaham
Israel
– -$3.79K -76 Closed
WPWM
3219
Western Pacific Wealth Management
Illinois
– -$3.24K -65 Closed
PCWA
3220
Pacific Capital Wealth Advisors
California
– -$2.54K -51 Closed
CWM
3221
CarsonAllaria Wealth Management
Illinois
– -$2.5K -50 Closed
BHWM
3222
Bay Harbor Wealth Management
Maryland
– -$2.35K -47 Closed
PVH
3223
Psagot Value Holdings
Israel
– -$2K -40 Closed
KSWA
3224
Kathleen S. Wright Associates
Pennsylvania
– -$699 -14 Closed