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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1401
Everett Harris & Co
California
-$207K -5,280 Closed
SHGA
1402
Sand Hill Global Advisors
California
-$206K -5,250 Closed
PAG
1403
Pinnacle Advisory Group
Maryland
-$205K -5,240 Closed
HCMNY
1404
Howard Capital Management (New York)
New York
-$205K -5,230 Closed
QPWM
1405
Quadrant Private Wealth Management
Pennsylvania
-$204K -5,200 Closed
AI
1406
Accredited Investors
Minnesota
-$203K -5,180 Closed
FP
1407
Foundry Partners
Minnesota
-$201K -5,130 Closed
PWSG
1408
Pacific Wealth Strategies Group
California
-$200K -5,110 Closed
SFP
1409
Shepherd Financial Partners
Massachusetts
-$202K -5,060 Closed
WT
1410
Washington Trust
Rhode Island
-$195K -4,990 Closed
ED
1411
Exane Derivatives
France
-$152K -3,850 Closed
GFP
1412
Gryphon Financial Partners
Ohio
-$145K -3,690 Closed
JWA
1413
JFS Wealth Advisors
Pennsylvania
-$93K -2,380 Closed
AWA
1414
Acorn Wealth Advisors
Michigan
-$74K -1,850 Closed
BCA
1415
Bay Colony Advisors
Massachusetts
-$51K -1,300 Closed
CFC
1416
Coyle Financial Counsel
Illinois
-$51K -1,300 Closed
VCM
1417
Vigilant Capital Management
Maine
-$40K -1,010 Closed
PCM
1418
Poehling Capital Management
Wisconsin
-$27K -700 Closed
PW
1419
Price Wealth
Texas
-$25K -640 Closed
CWM
1420
Cedar Wealth Management
California
-$21K -530 Closed
LC
1421
Landaas & Company
Wisconsin
-$20K -500 Closed
MSFP
1422
Mark Sheptoff Financial Planning
Connecticut
-$12K -300 Closed
BCP
1423
Blackhawk Capital Partners
Wisconsin
-$10K -250 Closed
B
1424
Bridgeworth
Alabama
-$3K -100 Closed
MPPLM
1425
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$4K -90 Closed