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Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
276
RhumbLine Advisers
Massachusetts
-$211K -8,127 Closed
CA
277
Cetera Advisors
Colorado
-$206K -7,948 Closed
OIA
278
OneDigital Investment Advisors
Kansas
-$205K -7,897 Closed
PWPS
279
Pinnacle Wealth Planning Services
Ohio
-$156K -6,017 Closed
ASN
280
Advisory Services Network
Georgia
-$88K -3,394 Closed
Axa
281
Axa
France
-$86K -3,321 Closed
RWA
282
Ropes Wealth Advisors
Massachusetts
-$35K -1,364 Closed
CG
283
Cutler Group
California
-$31.5K -1,103 Closed
PWM
284
Perigon Wealth Management
California
-$22K -832 Closed
HGWM
285
Harvest Group Wealth Management
Massachusetts
-$17K -657 Closed
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11K -436 Closed
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
-$12.5K -436 -100%
TPWA
288
TRUE Private Wealth Advisors
Oregon
-$8K -324 Closed
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
-$7K -270 Closed
ABC
290
Associated Banc-Corp
Wisconsin
-$5K -209 Closed
CAAS
291
Capital Asset Advisory Services
Michigan
-$3K -132 Closed
RCA
292
Ranch Capital Advisors
Florida
-$3K -121 Closed
VCG
293
Vantage Consulting Group
Virginia
-$3K -115 Closed
RPWA
294
Regent Peak Wealth Advisors
Georgia
-$2K -96 Closed
CCA
295
Childress Capital Advisors
Texas
-$2K -86 Closed
BBHC
296
Brown Brothers Harriman & Co
New York
-$2K -83 Closed
TI
297
tru Independence
Oregon
-$2 -80 Closed
ICP
298
Interchange Capital Partners
Pennsylvania
-$1K -57 Closed
SWM
299
Sugarloaf Wealth Management
Georgia
-$1K -33 Closed
FCH
300
Freestone Capital Holdings
Washington
-$674 -26 Closed