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Name Holding Trade Value Shares
Change
Change in
Stake
SP
651
SWS Partners
Ohio
-$46K -545 Closed
CAL
652
Capital Analysts LLC
Pennsylvania
-$44K -521 Closed
PA
653
Perennial Advisors
New York
-$35K -415 Closed
AWM
654
AllSquare Wealth Management
New York
-$33K -395 Closed
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
-$29K -344 Closed
APP
656
Avantax Planning Partners
Iowa
-$25K -292 Closed
AIS
657
AlphaOne Investment Services
Pennsylvania
-$20K -235 Closed
CBT
658
Capital Bank & Trust
California
-$18K -208 Closed
CIP
659
Convergence Investment Partners
Florida
-$13K -150 Closed
SIS
660
Sound Income Strategies
Florida
-$11K -125 -98%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
-$9K -111 Closed
PFO
662
Pathstone Family Office
New Jersey
-$9K -109 Closed
BC
663
Bartlett & Co
Ohio
-$7K -86 Closed
BCWM
664
Bartlett & Co Wealth Management
Ohio
-$7.25K -86 Closed
MGIA
665
Moneta Group Investment Advisors
Missouri
-$5K -63 Closed
MCM
666
Mainstay Capital Management
Michigan
-$4K -50 Closed
RWP
667
RWA Wealth Partners
Massachusetts
-$3K -31 Closed
IBOK
668
Independence Bank of Kentucky
Kentucky
-$2K -24 Closed
MYIA
669
Mount Yale Investment Advisors
Colorado
-$1K -14 Closed
FCAG
670
First Capital Advisors Group
New Jersey
-$1K -12 Closed
PS
671
Portfolio Solutions
Michigan
-$1K -11 Closed