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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
951
Nations Financial Group
Iowa
– -$227K -872 Closed
LFM
952
LGT Fund Management
Liechtenstein
– -$211K -857 Closed
WFI
953
West Family Investments
California
– -$221K -849 Closed
EFS
954
Essex Financial Services
Connecticut
– -$220K -845 Closed
PWM
955
Perigon Wealth Management
California
– -$220K -844 Closed
SC
956
Sepio Capital
Utah
– -$208K -801 Closed
SRC
957
Shufro Rose & Co
New York
– -$210K -794 Closed
TCA
958
Transcend Capital Advisors
New Jersey
– -$207K -794 Closed
ICP
959
Interchange Capital Partners
Pennsylvania
– -$204K -784 Closed
CI
960
Conning Inc
Connecticut
– -$203K -782 Closed
BM
961
Belfer Management
New York
– -$202K -776 Closed
Envestnet Portfolio Solutions
962
Envestnet Portfolio Solutions
Illinois
– -$201K -773 Closed
KSWWM
963
Keyes Stange & Wooten Wealth Management
Florida
– -$201K -771 Closed
RDWM
964
Red Door Wealth Management
Tennessee
– -$201K -771 Closed
WPC
965
Wedmont Private Capital
Pennsylvania
– -$222K -752 Closed
MA
966
Mutual Advisors
Nebraska
– -$217K -744 Closed
VFA
967
Valeo Financial Advisors
Indiana
– -$170K -653 Closed
PS
968
Principal Securities
Iowa
– -$160K -614 Closed
FFWM
969
Future Financial Wealth Management
Ohio
– -$156K -600 Closed
CIAM
970
Caitong International Asset Management
Hong Kong
– -$113K -436 Closed
AAM
971
Advisors Asset Management
Colorado
– -$82.5K -317 Closed
QL
972
Quarry LP
New York
– -$68.4K -263 Closed
GEA
973
Glen Eagle Advisors
New Jersey
– -$52K -200 Closed
MG
974
Mather Group
Illinois
– -$34.3K -132 Closed
RA
975
Rise Advisors
New York
– -$25.5K -98 Closed