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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
301
Dubuque Bank & Trust
Iowa
-$417K -16,535 Closed
EGM
302
Engineers Gate Manager
New York
-$413K -16,385 Closed
UCFA
303
United Capital Financial Advisors
Texas
-$370K -14,669 Closed
GI
304
GAMCO Investors
Connecticut
-$352K -13,946 Closed
GT
305
Greenleaf Trust
Michigan
-$343K -13,589 Closed
GAA
306
Green Alpha Advisors
Colorado
-$342K -13,576 Closed
FA
307
FDx Advisors
Illinois
-$341K -13,525 Closed
JWBC
308
John W. Bristol & Co
New York
-$317K -12,580 Closed
CAN
309
Cetera Advisor Networks
California
-$311K -12,337 Closed
Marshall Wace
310
Marshall Wace
United Kingdom
-$309K -12,259 Closed
FIM
311
Freedom Investment Management
Connecticut
-$305K -12,106 Closed
BPA
312
Beacon Pointe Advisors
California
-$293K -11,616 Closed
SCA
313
Snowden Capital Advisors
New York
-$291K -11,571 Closed
Baird Financial Group
314
Baird Financial Group
Wisconsin
-$281K -11,145 Closed
PFO
315
Pathstone Family Office
New Jersey
-$254K -10,069 Closed
B
316
BetterWealth
California
-$254K -10,057 Closed
CCA
317
Checchi Capital Advisers
California
-$247K -9,782 Closed
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
-$245K -9,708 Closed
VWM
319
Venturi Wealth Management
Texas
-$239K -9,488 Closed
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
-$232K -9,186 Closed
FCH
321
Freestone Capital Holdings
Washington
-$220K -8,726 Closed
CB
322
Commerce Bank
Missouri
-$220K -8,720 Closed
AP
323
Advisor Partners
California
-$212K -8,402 Closed
BRWA
324
B. Riley Wealth Advisors
Florida
-$210K -8,304 Closed
WDL
325
Well Done LLC
Michigan
-$206K -8,152 Closed