Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SVB Wealth
Massachusetts
– -$234K -2,798 Closed
KA
727
Klingman & Associates
New York
– -$231K -2,760 Closed
Koshinski Asset Management
728
Koshinski Asset Management
Illinois
– -$229K -2,739 Closed
RCG
729
Regatta Capital Group
California
– -$222K -2,652 Closed
Dodge & Cox
730
Dodge & Cox
California
– -$213K -2,550 Closed
EIC
731
Equity Investment Corp
Georgia
– -$210K -2,505 Closed
PFM
732
Patton Fund Management
Texas
– -$204K -2,442 Closed
BP
733
Ballentine Partners
Massachusetts
– -$204K -2,438 Closed
P
734
&Partners
Tennessee
– -$202K -2,416 Closed
LNWWM
735
Laird Norton Wetherby Wealth Management
California
– -$202K -2,413 Closed
FBC
736
Fairfield, Bush & Co
Connecticut
– -$91.7K -1,095 Closed
AIM
737
Achmea Investment Management
Netherlands
– -$74K -885 Closed
DJSG
738
D.J. St. Germain
Massachusetts
– -$60.7K -725 Closed
AA
739
Alta Advisers
United Kingdom
– -$58.6K -700 Closed
MA
740
MCF Advisors
Kentucky
– -$20.9K -250 Closed
SSG
741
Summit Securities Group
New York
– -$16.8K -205 -100%
EWM
742
Evermay Wealth Management
Virginia
– -$15.6K -186 Closed
AP
743
Arlington Partners
Alabama
– -$15.2K -181 Closed
AssetMark Inc
744
AssetMark Inc
California
– -$8.29K -99 Closed
Kayne Anderson Rudnick Investment Management
745
Kayne Anderson Rudnick Investment Management
California
– -$6.53K -78 Closed
CFO
746
CVA Family Office
Colorado
– -$5.02K -60 Closed
NFSG
747
Newbridge Financial Services Group
Florida
– -$3.43K -41 Closed
SA
748
SRH Advisors
Kansas
– -$2.19K -34 Closed
CA
749
Crewe Advisors
Utah
– -$2.18K -26 Closed
RI
750
Ridgewood Investments
New Jersey
– -$2.16K -26 Closed