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Name Holding Trade Value Shares
Change
Change in
Stake
GCC
726
Guardian Capital (Canada)
Ontario, Canada
– -$209K -3,068 Closed
MSFP
727
Mark Sheptoff Financial Planning
Connecticut
– -$204K -3,000 Closed
SFP
728
Shepherd Financial Partners
Massachusetts
– -$204K -2,976 Closed
FIM
729
Foresters Investment Management
New York
– -$202K -2,974 Closed
MCP
730
Mirador Capital Partners
California
– -$202K -2,968 Closed
OFW
731
Omnia Family Wealth
Florida
– -$99K -1,449 Closed
NIC
732
Northwest Investment Counselors
Oregon
– -$91K -1,330 Closed
FIB
733
First Interstate Bank
Montana
– -$81K -1,189 Closed
IR
734
Invictus RG
Bermuda
– -$57K -837 Closed
RWA
735
Ropes Wealth Advisors
Massachusetts
– -$41K -600 Closed
PCA
736
Peddock Capital Advisors
Massachusetts
– -$31K -460 Closed
ZB
737
Zions Bancorporation
Utah
– -$28K -404 Closed
NFG
738
Next Financial Group
Texas
– -$23K -390 Closed
AWM
739
AllSquare Wealth Management
New York
– -$24K -356 Closed
WAS
740
WESPAC Advisors SoCal
California
– -$13K -200 Closed
CAL
741
Capital Analysts LLC
Pennsylvania
– -$12K -177 Closed
BWA
742
BDO Wealth Advisors
Florida
– -$12K -170 Closed
FAM
743
Fred Alger Management
New York
– -$10K -150 Closed
WIM
744
Westside Investment Management
California
– -$8.99K -131 Closed
IP
745
Isthmus Partners
Wisconsin
– -$4K -62 Closed
MCIA
746
Mountain Capital Investment Advisors
Colorado
– -$4K -59 Closed
BL
747
Balentine LLC
Georgia
– -$3K -46 Closed
CMBA
748
C.M. Bidwell & Associates
Hawaii
– -$2K -27 Closed
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
– -$1K -20 Closed
NR
750
Newfound Research
Massachusetts
– +$112 +2 New