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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
826
Sand Hill Global Advisors
California
– -$225K -1,425 Closed
IFWM
827
Institute for Wealth Management
Colorado
– -$207K -1,306 Closed
IUHSA
828
Itau Unibanco Holding S.A.
Brazil
– -$151K -957 Closed
JG
829
Jefferies Group
New York
– -$112K -712 Closed
GBT
830
Grove Bank & Trust
Florida
– -$93K -588 Closed
LWM
831
Lenox Wealth Management
Ohio
– -$10K -311 Closed
DCM
832
Delpha Capital Management
New York
– -$39K -246 Closed
KJWM
833
Kiley Juergens Wealth Management
Washington
– -$35K -226 Closed
CLOS
834
Compagnie Lombard Odier SCmA
Switzerland
– -$35K -222 Closed
C
835
Cerebellum
California
– -$32K -201 Closed
SPI
836
Santori & Peters Inc
Pennsylvania
– -$24K -157 Closed
CA
837
Calton & Associates
Florida
– -$23K -138 Closed
WAM
838
Wolverine Asset Management
Illinois
– -$20K -132 Closed
ANBT
839
American National Bank & Trust
Texas
– -$9K -54 Closed
BL
840
Balentine LLC
Georgia
– -$7K -43 Closed
1832 Asset Management
841
1832 Asset Management
Ontario, Canada
– -$4K -23 Closed
TVWM
842
Tower View Wealth Management
Wisconsin
– -$2K -10 Closed
PMFA
843
Plante Moran Financial Advisors
Michigan
– -$1K -6 Closed
AF
844
Allworth Financial
California
– -$168 -1 -50%