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Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
401
Prudential Financial
New Jersey
– -$200K -6,085 Closed
Cetera Advisor Networks
402
Cetera Advisor Networks
California
– -$63K -1,902 Closed
Harel Insurance Investments & Financial Services
403
Harel Insurance Investments & Financial Services
Israel
– -$50K -1,500 Closed
KPW
404
Kore Private Wealth
New York
– -$41K -1,264 Closed
Citizens Financial Group
405
Citizens Financial Group
Rhode Island
– -$30K -905 Closed
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
– -$28K -855 Closed
BFIM
407
Beese Fulmer Investment Management
Ohio
– -$23K -700 Closed
Orion Portfolio Solutions
408
Orion Portfolio Solutions
Nebraska
– -$20K -616 Closed
EWM
409
Edge Wealth Management
New York
– -$20K -600 Closed
Procyon Advisors
410
Procyon Advisors
Connecticut
– -$19K -567 Closed
Robeco Institutional Asset Management
411
Robeco Institutional Asset Management
Netherlands
– -$15K -451 Closed
Synovus Financial
412
Synovus Financial
Georgia
– -$12K -379 Closed
TCOV
413
Trust Company of Vermont
Vermont
– -$6K -175 Closed
TFO
414
Tarbox Family Office
California
– -$4K -129 Closed
PP
415
PrairieView Partners
Minnesota
– -$3K -100 Closed
PFBT
416
Parkside Financial Bank & Trust
Missouri
– -$2.85K -96 -90%
GWMIA
417
Global Wealth Management Investment Advisory
Florida
– -$1K -40 Closed
ACA
418
Atlas Capital Advisors
Wyoming
– -$990 -30 Closed
BWM
419
BerganKDV Wealth Management
Minnesota
– -$505 -17 -53%
HWM
420
HighMark Wealth Management
Minnesota
– +$30 +1 New