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Name Holding Trade Value Shares
Change
Change in
Stake
WF
601
Welch & Forbes
Massachusetts
-$225K -3,500 Closed
BP
602
Ballentine Partners
Massachusetts
-$216K -3,369 Closed
AFO
603
Allie Family Office
Florida
-$203K -3,359 Closed
RWA
604
Ropes Wealth Advisors
Massachusetts
-$213K -3,319 Closed
WH
605
Willner & Heller
California
-$207K -3,230 Closed
ONB
606
Old National Bancorp
Indiana
-$206K -3,216 Closed
CIBC World Market
607
CIBC World Market
Ontario, Canada
-$205K -3,194 Closed
KF
608
Krilogy Financial
Missouri
-$204K -3,181 Closed
CPA
609
Cardiff Park Advisors
California
-$202K -3,147 Closed
IIC
610
Integrated Investment Consultants
Michigan
-$202K -3,140 Closed
VCA
611
Verdence Capital Advisors
Maryland
-$201K -3,136 Closed
CAPTRUST Financial Advisors
612
CAPTRUST Financial Advisors
North Carolina
-$167K -2,597 Closed
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
-$128K -2,000 Closed
FIA
614
FNY Investment Advisers
New York
-$64K -1,000 Closed
JIR
615
James Investment Research
Ohio
-$50K -773 Closed
SN
616
Sittner & Nelson
Oregon
-$35K -539 Closed
C
617
Covestor
United Kingdom
-$27K -406 Closed
AIP
618
Ahrens Investment Partners
Louisiana
-$26K -400 Closed
AWM
619
Avior Wealth Management
Nebraska
-$22K -357 Closed
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
-$22K -339 Closed
WIM
621
Westside Investment Management
California
-$8 -130 Closed
BBPWM
622
Blue Bell Private Wealth Management
Pennsylvania
-$3K -44 Closed
TWP
623
TFO Wealth Partners
Ohio
-$3K -39 Closed
SAM
624
Strategic Asset Management
Minnesota
-$2K -30 Closed
PMFA
625
Plante Moran Financial Advisors
Michigan
-$2K -28 Closed