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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1001
Sumitomo Mitsui Financial Group
Japan
– -$214K -1,400 Closed
SFC
1002
SYM Financial Corp
Indiana
– -$210K -1,373 Closed
II
1003
Impact Investors
California
– -$209K -1,366 Closed
Brown Advisory
1004
Brown Advisory
Maryland
– -$207K -1,350 Closed
PWM
1005
Perigon Wealth Management
California
– -$206K -1,348 Closed
PCIA
1006
Prime Capital Investment Advisors
Kansas
– -$205K -1,341 Closed
PA
1007
Profund Advisors
Maryland
– -$205K -1,339 Closed
PWMAG
1008
Pinnacle Wealth Management Advisory Group
New Jersey
– -$205K -1,337 Closed
CBA
1009
Coastal Bridge Advisors
Connecticut
– -$201K -1,314 Closed
ICP
1010
Interchange Capital Partners
Pennsylvania
– -$203K -1,218 Closed
BP
1011
BNP Paribas
France
– -$139K -911 Closed
EAM
1012
Erste Asset Management
Austria
– -$120K -820 Closed
BTD
1013
BankPlus Trust Department
Mississippi
– -$105K -688 Closed
RFP
1014
Root Financial Partners
California
– -$73K -477 Closed
AA
1015
Addison Advisors
Vermont
– -$58.9K -385 Closed
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
– -$30.6K -200 Closed
APW
1017
Aventura Private Wealth
Florida
– -$28.8K -188 Closed
RMC
1018
Resources Management Corp
Connecticut
– -$28K -185 Closed
EDRH
1019
Edmond de Rothschild Holding
Switzerland
– -$26.3K -172 Closed
KFI
1020
Key Financial Inc
Pennsylvania
– -$21.9K -143 Closed
GPFA
1021
Game Plan Financial Advisors
Ohio
– -$18.4K -120 Closed
SIS
1022
Sound Income Strategies
Florida
– -$17.5K -110 Closed
BA
1023
Ballast Advisors
Minnesota
– -$16.7K -109 Closed
TWM
1024
TopTier Wealth Management
Wisconsin
– -$15.5K -101 Closed
PG
1025
Proffitt & Goodson
Tennessee
– -$15.3K -100 Closed