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Name Holding Trade Value Shares
Change
Change in
Stake
TS
601
Tamar Securities
California
– -$207K -6,544 Closed
BPA
602
Beacon Pointe Advisors
California
– -$207K -6,525 Closed
MCM
603
McKinley Capital Management
Alaska
– -$206K -6,500 Closed
CP
604
CenterBook Partners
Connecticut
– -$203K -6,418 Closed
MFG
605
Merit Financial Group
Georgia
– -$201K -6,349 Closed
CAG
606
Csenge Advisory Group
Florida
– -$256K -5,034 Closed
SCA
607
Snowden Capital Advisors
New York
– -$142K -4,508 Closed
Bank Julius Baer & Co
608
Bank Julius Baer & Co
Switzerland
– -$138K -4,342 Closed
WT
609
Whittier Trust
California
– -$135K -4,257 Closed
PVH
610
Psagot Value Holdings
Israel
– -$92K -2,900 Closed
Federated Hermes
611
Federated Hermes
Pennsylvania
– -$63K -1,988 Closed
CA
612
CoreCap Advisors
Michigan
– -$57K -1,805 Closed
JG
613
Jefferies Group
New York
– -$33.4K -1,416 Closed
PCMC
614
Paragon Capital Management (Colorado)
Colorado
– -$38K -1,193 Closed
LFG
615
Leverty Financial Group
Wisconsin
– -$31K -1,000 Closed
IAG
616
Investmark Advisory Group
Connecticut
– -$28K -904 Closed
KPCM
617
Kings Point Capital Management
New York
– -$28K -882 Closed
CCM
618
Chilton Capital Management
Texas
– -$20K -635 Closed
CFG
619
CKW Financial Group
Hawaii
– -$20K -500 Closed
HNB
620
Huntington National Bank
Ohio
– -$11K -465 -93%
OF
621
Outfitter Financial
Maine
– -$14K -450 Closed
FPWM
622
FSB Premier Wealth Management
Iowa
– -$12K -400 Closed
CTC (Chicago Trading Company)
623
CTC (Chicago Trading Company)
Illinois
– -$7.65K -325 Closed
CA
624
Cornerstone Advisory
Maryland
– -$6K -205 Closed
ARIS
625
Advanced Research Investment Solutions
California
– -$6K -200 Closed