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Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
1026
Albert D. Mason Inc
Massachusetts
– -$232K -1,559 Closed
WFI
1027
West Family Investments
California
– -$232K -1,557 Closed
NPF
1028
Norris Perne & French
Michigan
– -$231K -1,555 Closed
FAFN
1029
First Affirmative Financial Network
Colorado
– -$231K -1,553 Closed
NDSI
1030
Newman Dignan & Sheerar Inc
Rhode Island
– -$231K -1,551 Closed
FNC
1031
First National Corp
Massachusetts
– -$225K -1,546 Closed
FFA
1032
Founders Financial Alliance
North Carolina
– -$229K -1,539 Closed
MA
1033
MONECO Advisors
Connecticut
– -$229K -1,539 Closed
SC
1034
Schulhoff & Co
Ohio
– -$224K -1,508 Closed
HWA
1035
Heartwood Wealth Advisors
Virginia
– -$220K -1,481 Closed
CAM
1036
Carret Asset Management
New York
– -$218K -1,469 Closed
HS
1037
Horan Securities
United States
– -$215K -1,446 Closed
BJL
1038
Brighton Jones LLC
Washington
– -$213K -1,434 Closed
SMA
1039
Sage Mountain Advisors
Georgia
– -$212K -1,422 Closed
PCS
1040
Personal CFO Solutions
New Jersey
– -$209K -1,402 Closed
EM
1041
Excalibur Management
Massachusetts
– -$208K -1,401 Closed
RIA
1042
Richwood Investment Advisors
Ohio
– -$208K -1,398 Closed
BBNB
1043
Baker Boyer National Bank
Washington
– -$207K -1,395 Closed
Nomura Holdings
1044
Nomura Holdings
Japan
– -$207K -1,391 Closed
DIA
1045
Dana Investment Advisors
Wisconsin
– -$206K -1,385 Closed
PNC
1046
Park National Corp
Ohio
– -$205K -1,380 Closed
AT
1047
Arden Trust
Delaware
– -$204K -1,374 Closed
BHIA
1048
Birch Hill Investment Advisors
Massachusetts
– -$204K -1,374 Closed
New York State Common Retirement Fund
1049
New York State Common Retirement Fund
New York
– -$168K -1,130 Closed
GC
1050
Garde Capital
Washington
– -$125K -847 Closed