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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
851
Claraphi Advisory Network
United States
-$377K -1,723 Closed
RC
852
Roundview Capital
New Jersey
-$376K -1,716 Closed
CT
853
Chicago Trust
Illinois
-$374K -1,708 Closed
CFG
854
Cooper Financial Group
California
-$363K -1,657 Closed
MWM
855
Modera Wealth Management
New Jersey
-$362K -1,654 Closed
KWM
856
Kingsview Wealth Management
Oregon
-$361K -1,651 Closed
TFA
857
Teamwork Financial Advisors
Texas
-$353K -1,613 Closed
SGA
858
Seaport Global Advisors
Massachusetts
-$351K -1,602 Closed
FMWA
859
Forvis Mazars Wealth Advisors
Missouri
-$350K -1,600 Closed
PCA
860
Private Capital Advisors
Connecticut
-$350K -1,600 Closed
SHGA
861
Sand Hill Global Advisors
California
-$339K -1,550 Closed
MYAM
862
Meiji Yasuda Asset Management
Japan
-$335K -1,530 Closed
PFPT
863
Pinnacle Financial Partners (Tennessee)
Tennessee
-$335K -1,528 Closed
LOAMU
864
Lombard Odier Asset Management (USA)
New York
-$333K -1,522 Closed
BP
865
Ballentine Partners
Massachusetts
-$331K -1,511 Closed
FNWM
866
Financial Network Wealth Management
Utah
-$328K -1,500 Closed
PCM
867
PAR Capital Management
Massachusetts
-$328K -1,500 Closed
FFL
868
Future Fund LLC
Illinois
-$328K -1,497 Closed
TWM
869
Trevian Wealth Management
Massachusetts
-$325K -1,485 Closed
IC
870
Intersect Capital
California
-$325K -1,483 Closed
AAS
871
Ameritas Advisory Services
Nebraska
-$318K -1,452 Closed
YIA
872
YHB Investment Advisors
Connecticut
-$314K -1,432 Closed
MPCL
873
My Personal CFO LLC
Washington
-$307K -1,400 Closed
CIAS
874
Capital Investment Advisory Services
North Carolina
-$302K -1,378 Closed
PPW
875
Pinnacle Private Wealth
Massachusetts
-$297K -1,357 Closed