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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
Chilton Capital Management
Texas
– -$207K -5,268 Closed
BSA
1027
Braun Stacey Associates
New York
– -$204K -5,200 Closed
GCM
1028
Glynn Capital Management
California
– -$204K -5,200 Closed
PHAM
1029
Palisades Hudson Asset Management
Florida
– -$201K -5,120 Closed
FIG
1030
Fortress Investment Group
New York
– -$174K -4,428 Closed
SHWM
1031
Smith & Howard Wealth Management
Georgia
– -$167K -4,250 Closed
FI
1032
FCM Investments
Texas
– -$118K -3,000 Closed
Carson Wealth (CWM LLC)
1033
Carson Wealth (CWM LLC)
Nebraska
– -$115K -2,926 Closed
TSS
1034
Thomas Story & Son
Indiana
– -$72K -1,840 Closed
PIA
1035
Piedmont Investment Advisors
North Carolina
– -$48.6K -1,236 Closed
WA
1036
Waverly Advisors
Alabama
– -$41K -1,048 Closed
ASN
1037
Advisory Services Network
Georgia
– -$34K -874 Closed
LWA
1038
Lenox Wealth Advisors
New York
– -$28K -700 Closed
EU
1039
Emory University
Georgia
– -$17K -440 Closed
LWM
1040
LBA Wealth Management
Florida
– -$8K -200 Closed
FA
1041
Financial Advantage
Maryland
– -$6K -160 Closed
OSNBOA
1042
Old Second National Bank of Aurora
Illinois
– -$6K -150 Closed
PFO
1043
Pathstone Family Office
New Jersey
– -$3K -80 Closed
BCMIO
1044
Beacon Capital Management Inc (Ohio)
Ohio
– +$378 +10 New