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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
776
Portside Wealth Group
Utah
– -$219K -2,511 Closed
BRWA
777
B. Riley Wealth Advisors
Florida
– -$207K -2,460 Closed
SW
778
SVB Wealth
Massachusetts
– -$213K -2,447 Closed
PFM
779
Patton Fund Management
Texas
– -$211K -2,427 Closed
PTC
780
Philadelphia Trust Company
Pennsylvania
– -$209K -2,399 Closed
VT
781
Vise Technologies
New York
– -$249K -2,389 Closed
HIS
782
Harvest Investment Services
Illinois
– -$208K -2,385 Closed
BFS
783
Bradley Foster & Sargent
Connecticut
– -$207K -2,375 Closed
CCA
784
Checchi Capital Advisers
California
– -$207K -2,375 Closed
CSP
785
Cary Street Partners
Virginia
– -$205K -2,355 Closed
BP
786
Ballentine Partners
Massachusetts
– -$205K -2,352 Closed
AF
787
Affiance Financial
Minnesota
– -$205K -2,351 Closed
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
– -$203K -2,334 Closed
ACA
789
Aptus Capital Advisors
Alabama
– -$202K -2,324 Closed
ASN
790
Advisory Services Network
Georgia
– -$165K -1,894 Closed
ISWM
791
Intesa Sanpaolo Wealth Management
– -$134K -1,534 Closed
OSNBOA
792
Old Second National Bank of Aurora
Illinois
– -$115K -1,320 Closed
GSEP
793
Golden State Equity Partners
California
– -$89.7K -1,029 Closed
SIA
794
Sit Investment Associates
Minnesota
– -$64K -740 Closed
MTIC
795
Missouri Trust & Investment Company
Missouri
– -$57.5K -660 Closed
SPIA
796
Steward Partners Investment Advisory
New York
– -$49K -563 Closed
BC
797
Bayforest Capital
United Kingdom
– -$45.8K -526 Closed
RFP
798
Root Financial Partners
California
– -$39.1K -449 Closed
CAM
799
Clarity Asset Management
Iowa
– -$29.8K -342 Closed
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
– -$26.1K -300 Closed