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Name Holding Trade Value Shares
Change
Change in
Stake
APW
676
Austin Private Wealth
Texas
– -$254K -1,070 Closed
GWM
677
GSB Wealth Management
Connecticut
– -$253K -1,069 Closed
BB
678
Busey Bank
Illinois
– -$251K -1,058 Closed
BWA
679
Burt Wealth Advisors
Maryland
– -$247K -1,043 Closed
CWM
680
C2C Wealth Management
Arizona
– -$227K -1,032 Closed
BF
681
BOK Financial
Oklahoma
– -$241K -1,015 Closed
HCM
682
Howland Capital Management
Massachusetts
– -$239K -1,006 Closed
CG
683
Clarus Group
Texas
– -$237K -1,000 Closed
FWCM
684
Ferguson Wellman Capital Management
Oregon
– -$237K -1,000 Closed
GT
685
Glenview Trust
Kentucky
– -$237K -1,000 Closed
NFG
686
Nadler Financial Group
Illinois
– -$237K -1,000 Closed
WTB
687
Washington Trust Bank
Washington
– -$237K -1,000 Closed
CCM
688
Coldstream Capital Management
Washington
– -$236K -995 Closed
IAA
689
Independent Advisor Alliance
North Carolina
– -$235K -991 Closed
MSFS
690
Main Street Financial Solutions
Pennsylvania
– -$233K -981 Closed
YIH
691
Y-Intercept (HK)
Hong Kong
– -$230K -969 Closed
MLFP
692
MPS Loria Financial Planners
Illinois
– -$222K -937 Closed
FCH
693
Freestone Capital Holdings
Washington
– -$218K -921 Closed
SC
694
Sepio Capital
Utah
– -$217K -914 Closed
NIM
695
Northeast Investment Management
Massachusetts
– -$214K -904 Closed
LJAC
696
L.J. Altfest & Co
New York
– -$214K -902 Closed
BFS
697
Bradley Foster & Sargent
Connecticut
– -$213K -900 Closed
PFO
698
Pathstone Family Office
New Jersey
– -$210K -885 Closed
IWC
699
Integrated Wealth Concepts
Massachusetts
– -$209K -881 Closed
TWM
700
Titus Wealth Management
California
– -$207K -873 Closed