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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Segment Wealth Management
Texas
-$201K -4,944 Closed
MCM
652
Mainstay Capital Management
Michigan
-$187K -4,604 Closed
CA
653
Calton & Associates
Florida
-$130K -3,372 Closed
PWM
654
Paulson Wealth Management
Illinois
-$110K -2,704 Closed
IWP
655
Icon Wealth Partners
Texas
-$71K -1,734 Closed
STA
656
Summit Trail Advisors
New York
-$50K -1,288 Closed
EAM
657
Exane Asset Management
France
-$32.2K -792 Closed
EWM
658
Evercore Wealth Management
New York
-$31K -762 Closed
KTC
659
Kistler-Tiffany Companies
Pennsylvania
-$16K -400 Closed
FBT
660
First Bank & Trust
South Dakota
-$10K -238 Closed
KJWM
661
Kiley Juergens Wealth Management
Washington
-$8K -206 Closed
DRS
662
Deane Retirement Strategies
Louisiana
-$7K -174 Closed
GT
663
Greenleaf Trust
Michigan
-$4K -90 Closed
WWM
664
Willingdon Wealth Management
North Carolina
-$3K -74 Closed
VCM
665
Virtue Capital Management
Tennessee
-$3K -70 Closed
CB
666
CNB Bank
Pennsylvania
-$2K -38 Closed
SPI
667
Santori & Peters Inc
Pennsylvania
-$1K -30 Closed
QAM
668
QCI Asset Management
New York
-$1K -24 Closed
NR
669
Newfound Research
Massachusetts
+$77 +2 New
FPFS
670
First Personal Financial Services
North Carolina
+$387 +10 New
GWS
671
Glassman Wealth Services
Virginia
+$387 +10 New