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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1051
Merit Financial Group
Georgia
– -$312K -16,256 Closed
MSA
1052
Marino Stram & Associates
Massachusetts
– -$311K -14,506 Closed
CT
1053
Chicago Trust
Illinois
– -$297K -13,855 Closed
KAM
1054
Knightsbridge Asset Management
California
– -$293K -13,587 Closed
AL
1055
Aspiriant LLC
California
– -$270K -12,574 Closed
SI
1056
Scharf Investments
California
– -$265K -12,353 Closed
EI
1057
Ellevest Inc
New York
– -$251K -11,691 Closed
PA
1058
Pinnacle Associates
New York
– -$232K -10,827 Closed
BWM
1059
Baron Wealth Management
Michigan
– -$232K -10,808 Closed
GGS
1060
Galvin Gaustad & Stein
Arizona
– -$226K -10,548 Closed
EFS
1061
Essex Financial Services
Connecticut
– -$212K -9,868 Closed
PFWA
1062
Paces Ferry Wealth Advisors
Georgia
– -$209K -9,760 Closed
IIM
1063
InTrack Investment Management
Vermont
– -$209K -9,720 Closed
VIM
1064
Vista Investment Management
Pennsylvania
– -$207K -9,644 Closed
CWM
1065
Calamos Wealth Management
Illinois
– -$203K -9,469 Closed
RG
1066
Rathbones Group
United Kingdom
– -$202K -9,405 Closed
ST
1067
Sentinel Trust
Texas
– -$200K -9,325 Closed
VW
1068
Vance Wealth
California
– -$200K -9,325 Closed
CH
1069
Canton Hathaway
Rhode Island
– -$100K -4,658 Closed
NEI
1070
Northwest & Ethical Investments
Ontario, Canada
– -$73.1K -3,408 Closed
RTC
1071
Riverview Trust Company
Washington
– -$33.4K -1,557 Closed
SL
1072
Salomon & Ludwin
Virginia
– -$33.2K -1,549 Closed
GAA
1073
Global Assets Advisory
Florida
– -$30.5K -1,435 Closed
FFC
1074
First Financial Corp
Indiana
– -$9.93K -463 Closed
GBT
1075
Grove Bank & Trust
Florida
– -$9.4K -438 Closed