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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
551
Cetera Advisor Networks
California
– -$220K -6,423 Closed
FMWA
552
Forvis Mazars Wealth Advisors
Missouri
– -$220K -6,314 Closed
FFA
553
First Foundation Advisors
California
– -$209K -6,000 Closed
SWP
554
Stratos Wealth Partners
Ohio
– -$208K -5,996 Closed
BB
555
Busey Bank
Illinois
– -$208K -5,976 Closed
EWM
556
Empirical Wealth Management
Washington
– -$205K -5,894 Closed
SIG
557
Schooner Investment Group
Pennsylvania
– -$129K -3,750 Closed
W
558
Wealthfront
California
– -$120K -3,461 Closed
KCM
559
Karp Capital Management
California
– -$99K -2,850 Closed
IPC
560
Independent Portfolio Consultants
Florida
– -$34K -975 Closed
CLOS
561
Compagnie Lombard Odier SCmA
Switzerland
– -$32K -908 Closed
IC
562
IKOS CIF
Cyprus
– -$27K -690 Closed
CG
563
Colony Group
Massachusetts
– -$6K -180 Closed
BCM
564
Brookstone Capital Management
Illinois
– -$6K -170 Closed
CFSG
565
Community Financial Services Group
Vermont
– -$5K -152 Closed
SIM
566
Sonora Investment Management
Arizona
– -$5K -131 Closed
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
– -$4K -116 Closed
CTB
568
Country Trust Bank
Illinois
– -$4K -114 Closed
VIA
569
Vident Investment Advisory
Georgia
– -$3K -78 Closed
FHA
570
First Horizon Advisors
Tennessee
– -$1K -57 Closed
ADL
571
Asset Dedication LLC
California
– +$273 +8 New