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Name Holding Trade Value Shares
Change
Change in
Stake
EH
851
Equitable Holdings
New York
– -$429K -1,961 Closed
CAN
852
Claraphi Advisory Network
United States
– -$377K -1,723 Closed
RC
853
Roundview Capital
New Jersey
– -$376K -1,716 Closed
CT
854
Chicago Trust
Illinois
– -$374K -1,708 Closed
CFG
855
Cooper Financial Group
California
– -$363K -1,657 Closed
MWM
856
Modera Wealth Management
New Jersey
– -$362K -1,654 Closed
KWM
857
Kingsview Wealth Management
Oregon
– -$361K -1,651 Closed
TFA
858
Teamwork Financial Advisors
Texas
– -$353K -1,613 Closed
SGA
859
Seaport Global Advisors
Massachusetts
– -$351K -1,602 Closed
FMWA
860
Forvis Mazars Wealth Advisors
Missouri
– -$350K -1,600 Closed
PCA
861
Private Capital Advisors
Connecticut
– -$350K -1,600 Closed
SHGA
862
Sand Hill Global Advisors
California
– -$339K -1,550 Closed
MYAM
863
Meiji Yasuda Asset Management
Japan
– -$335K -1,530 Closed
PFPT
864
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$335K -1,528 Closed
LOAMU
865
Lombard Odier Asset Management (USA)
New York
– -$333K -1,522 Closed
BP
866
Ballentine Partners
Massachusetts
– -$331K -1,511 Closed
FNWM
867
Financial Network Wealth Management
Utah
– -$328K -1,500 Closed
PCM
868
PAR Capital Management
Massachusetts
– -$328K -1,500 Closed
FFL
869
Future Fund LLC
Illinois
– -$328K -1,497 Closed
TWM
870
Trevian Wealth Management
Massachusetts
– -$325K -1,485 Closed
IC
871
Intersect Capital
California
– -$325K -1,483 Closed
AAS
872
Ameritas Advisory Services
Nebraska
– -$318K -1,452 Closed
YIA
873
YHB Investment Advisors
Connecticut
– -$314K -1,432 Closed
MPCL
874
My Personal CFO LLC
Washington
– -$307K -1,400 Closed
CIAS
875
Capital Investment Advisory Services
North Carolina
– -$302K -1,378 Closed